efc

My feedback

1 result found

1. Bulk invoice print/email

   210 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   106 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Work in progress  ·  AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

   Development of Bulk printing/emailing invoices in WildApricot is in progress right now and we plan to include it into upcoming 9.17 release. Stay tuned for updates!

   An error occurred while saving the comment
   efc commented  ·  Sep 4, 2015  ·  Edit…  ·  Delete…

   We have aging receivables that we'd like to take another stab at getting paid. Some are from memberships that were new but never paid (still pending), others are from event registrations where payment went wrong (paypal can be confusing).

   Once a month or so I'd like to pull of these (this could be via the filter on the Invoices page or via an script we build using the API) and send emails to them reminding them of the outstanding invoice.

   For use with the API, all we'd need is the same special usable invoice link that ends up in the manual emails to be returned when an invoice record is returned. Then we could build the message that directs people back to an actionable invoice.

   To do this in the GUI, we'd need an Email button at the top when looking at a filtered list of invoices.

   ...Eric

   Save Submitting...
   efc supported this idea  ·  Sep 4, 2015