Team Payments
My feedback
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7 votes
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201 votes
An error occurred while saving the comment Team Payments
commented
Hi, Diane,
We will unlikely start sending invoices via snail mail automatically anytime soon.
Having said this, you can already print the invoice from admin backend and send it to your member. See more here: http://help.wildapricot.com/display/DOC/Emailing+or+printing+invoices+and+receipts
Is there anything in this workflow that we could improve?
Thanks,
Oleg, Product Designer @ Payments Team -
26 votes
An error occurred while saving the comment Team Payments
commented
Thanks for detailed comments, Kelly!
Oleg, Payments Team
An error occurred while saving the comment Team Payments
commented
Perfect idea, Kelly!
Do you want to use cash reports for reconciliation only? Or do you want to compare invoices vs payments as well in this report?
It will be great if you elaborate what specific info you would like to see in such report and why.Thanks for sharing,
Oleg, Payments Team -
5 votes
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12 votes
An error occurred while saving the comment Team Payments
commented
Thanks for input, Ken!
Did I get you right, that depending on HOW your received the donation (e.g. cash vs check) affects how donor can deduct his donation from taxes?
Or is it connected with how you process money inside your organization?It will be perfect if you briefly describe your setup so we could get overall impression of the problem. May be donation receipts is not the only thing you need.
But at the moment you can only send manual emails to the donor or create some kind of universal receipt email.
Oleg aka ONe Apricot
Payments team @ Wild Apricot
I've got the idea, however it's unclear how do you plan to use this information later?
Oleg, Product Designer @ Payments team