Simon Palmer

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  1. 121 votes

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    46 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Simon Palmer supported this idea  · 
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    Simon Palmer commented  · 

    Just another thing to add to my website wish list is the ability to pdf and save a copy of invoices and receipts. At the moment you can print and email but it doesn’t let you save to another format. Several people recently have requested a pdf copy of their invoice/receipt so I have had to do up manual ones….which gets a bit fiddly.

    Also it would be good to be able to edit the invoices / receipts to include some additional information. Eg some organisations request that the GST amount be included – at the moment I have it set up to say “GST inclusive” but that isn’t enough for some organisations. I suppose there isn’t some way to get it to calculate the GST amount automatically for Australia???

    Invoice headings - we have some “subscription” for our members that are treated like membership levels to collect fees. At the moment I have my subscription orders set up as a membership level (not seen publicly) but I can’t email the invoice / receipt because the term “membership” automatically comes up on them which would be confusing. It means I have to create a manual receipt. It kind of works at the moment but it would be good to set it up slightly differently to membership….and reduce the number of membership levels I currently have.

    Thoughts?

  2. 3 votes

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    1 comment  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 5 votes

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    4 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Simon Palmer supported this idea  · 
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    Simon Palmer commented  · 

    Thank you for your reply.

    The advance search can be crafted to search for a company or create a separate search for a person who is the primary contact. However, the simple search works really well and would save time, the User just types the company name or person's name and could select Bundle administrator filter which would find the primary contact directly. The search is repeated many times a day by Membership managers.

    Also, the advance search does not identify primary contacts or bundle administrators in the search results listing. It would be great to have a green star that identifies who is the primary contact or some representation that denotes the primary contact in the search result listing screens.

    Simon Palmer shared this idea  · 

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