Member Finance Profiles
I am not thrilled with the way invoicing and financial transactions, including multiple payments and refunds, show under a member's record. It can be a little disjointed. It would be better if it was listed more like it would look in an accounting software as a full transaction list. For Example:
10/27/14 - Invoice - Membership Renewal - Silver Level - $200
10/28/14 - Payment - Membership Renewal - Silver Level - $200
10/28/14 - Invoice - Newsletter - Monthly Newsletter - $100
10/29/14 - Refund - Membership Renewal - Silver Level - $50
10/30/14 - Payment - Newsletter - Monthly Newsletter - $100
Adrian
shared this idea
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Adrian,
Does Account statement work for you? (https://help.wildapricot.com/display/DOC/Financial+reports#Financialreports-Accountstatement)
Oleg, Payments Team
