AnnaG

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      0 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
      AnnaG shared this idea  · 
    • 12 votes
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        1 comment  ·  Wishlist » Legal  ·  Flag idea as inappropriate…  ·  Admin →
        AnnaG supported this idea  · 
      • 10 votes
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          1 comment  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
          AnnaG supported this idea  · 
        • 47 votes
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            15 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
            AnnaG supported this idea  · 
          • 52 votes
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              31 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →
              AnnaG supported this idea  · 
            • 13 votes
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                2 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →
                AnnaG supported this idea  · 
              • 172 votes
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                  60 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                  AnnaG supported this idea  · 
                • 18 votes
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                    5 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                    AnnaG supported this idea  · 
                  • 6 votes
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                      2 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      AnnaG commented  · 

                      There is no way to use member's data if a manual Renewal invoice is needed, for example if the Member was Pending New at the Renewal time. Everything needs to be just typed. It would be lovely to have following features, probably from dropdowns on the corresponding fields IF the invoice to be created was marked as the Renewal one:
                      - Automatically add member's Level rate
                      - Pull one of the possible discounts on a yet one more line
                      - Automatically add all Extra Charges that this member has, one per line
                      - Automatically but optionally prorate it (a Prorate checkbox?)

                      AnnaG supported this idea  · 
                    • 3 votes
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                        7 comments  ·  Wishlist » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                        AnnaG commented  · 

                        Need No Invoice report/search:

                        We have annual billing through Renewals mechanism, a common situation. However, there is no report and it's impossible to construct a reliable search to show all accounts for which Renewal invoices were NOT generated either within certain time frame or for the given Renewal Date.

                        AnnaG supported this idea  · 
                      • 163 votes
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                          72 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                          AnnaG supported this idea  · 
                        • 6 votes
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                            2 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                            AnnaG supported this idea  · 
                          • 28 votes
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                              28 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →

                              For now, this is not something we’re going to change – not sure if ever.
                              Workaround to use: create a special “entry” free level to apply to, and close “normal” ones for application. For the entry level, create also a dropdown field where a potential member can choose a level they want to apply to. Add other fields you need to assess the application. When application is successful, your admin is to change membership level to required one and generate membership invoice (membership upgrade invoice). The member will be emailed with the invoice and can pay.

                              AnnaG commented  · 

                              Regarding Admins Free Level advice: this what we were advised as well and we started with it. This workflow had multiple issues:
                              - Discounts don't work when admin changes a level
                              - Extra charge items are not pulled
                              - No prorating
                              Basically, you need to type the whole invoice, as opposed to generating it.

                              AnnaG supported this idea  · 
                            • 56 votes
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                                32 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →
                                AnnaG supported this idea  · 
                              • 52 votes
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                                  22 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  AnnaG supported this idea  · 
                                • 13 votes
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                                    3 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    AnnaG supported this idea  · 
                                  • 6 votes
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                                      2 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                                      AnnaG commented  · 

                                      Number of days should be configurable, not just 30.

                                      AnnaG supported this idea  · 
                                    • 6 votes
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                                        0 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        AnnaG supported this idea  · 
                                      • 12 votes
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                                          6 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                                          AnnaG supported this idea  · 
                                        • 67 votes
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                                            24 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                            AnnaG supported this idea  · 
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