Bulk invoice print/email
Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.
Kathy Knock
shared this idea
Bulk invoice operations (print, email, void) in WildApricot were implemented in 9.17 release and went live today.
See other exciting updates of this release here https://gethelp.wildapricot.com/en/articles/2975-version-9-17-0-release
More details on how bulk invoice operations work - in this help article: https://gethelp.wildapricot.com/en/articles/2973-managing-invoices-in-bulk
-
Matt Shriver
commented
Yes, correct, we do not offer online payment - so every member writes a check.
Getting everyone to renew online is also a challenge for a variety of reasons:
1) they have changed their email address but not updated it (so our request to renew online goes unanswered);
2) they ignore or simply refuse to perform the process (and will ultimately send the check anyway);
3) they use an older browser that is not supported by WA, so they cannot accomplish the renewal task (and will ultimately send the check anyway).
-
Teri
commented
fspool,
A workaround I used is to create an email that is titled "invoice" I put in all the pertinent macros then sorted out the members who were coming due and sent the email to them.
Teri
OFLA
-
Dmitry Buterin commented
Is this because they would typically print the invoice and submit for payment at their organization? I.e. they would pay by check and not online?
-
Matt Shriver
commented
We have ca. 350 member renewals that we wish to "push" to each member rather than expect them to login and initiate themselves. Pushing a renewal invoice to them is highly desirable by every member, too.
Current functionality requires that we initiate a member's renewal one by one.
-
Ed Spader
commented
Yes, that's correct.
-
Ed, we are talking about renewals, right?
-
Ed Spader
commented
We run an extremely large organization with over 2,000 members and nearly 10,000 contacts total. Many of our members are not likely candidates to login to their online account to see their invoice and pay it. It would be helpful if we could batch email all unpaid invoices at once, which they could mail with a check if they so desire. In addition to submitting our invoices electronically through Wild Apricot, we also have the need to print and mail invoices to large numbers of members. The ability print batch invoices would also be ideal.
