Melissa
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21 votesMelissa
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313 votes
Evgeny Zaritovskiy
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Collecting comments now.
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370 votesEvgeny Zaritovskiy
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I merged another very similar thread into this one, they should be solved together – the registration to multiple events should be simple and fast if possible. There are a number of suggestions in comments on how to achieve this.
Melissa
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363 votes
We're considering to take Donations during registrations/applications into development right now, but during analysis of the feature we ran into an issue where we would love to hear your feedback.
Essense of question: how would you like donations during applications or registration to be processed for offline payments (when your member/prospect decided to get an invoice and pay later)?
Some more details:
We can implement donations during event registrations/membership renewals for online payments - not a problem.
But when we're talking about offline payments, straighforward solution seems to be a bit expensive - we don't have invoices for donations or pledges yet.
So right now we're considering going on with straighforward online payments solution (donation will be added to payment transaction) and for offline payments - just include an invoice memo to buyer to add $XXX to his payment as donation for event/membership he has selected.
This way administrators would…
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8 votesMelissa
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147 votes
I'm happy to say that we have started working on providing prebaked PDF of all invoices and include them into our emails.
Couple of details about how we designed it:
- it will be a link to download pdf of invoice available throughout the product (including emails sent to contacts)
- as of now it will be static PDF, but later on we plan on adding capability to edit these PDFs as well
An error occurred while saving the comment Melissa
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An error occurred while saving the comment Melissa
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It would be nice if this worked liked Quickbooks Online (QBO). You can send the invoice via email (within the email) and then a PDF attached goes with it or there is a link for the PDF attachment. Most companies do want an actual letter sized invoice with invoice across the top of it.
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36 votesMelissa
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26 votesMelissa
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40 votesMelissa
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Is there any update on this request? It has been wanted for almost 12 years. Other systems in the Personify family do this.