Todd Stearns
My feedback
1 result found
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145 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 An error occurred while saving the comment Todd Stearns
commented
Hi. Occasionally, we have to generate invoices for members not on auto-pay. Wild Apricot's process for doing so is clunky and should be streamlined. I should be able to generate the invoice and have the option to save it as a PDF file right from the invoice menu. I should also be able to have the ability to e-mail it directly (which IS there) to a DIFFERENT e-mail than what is saved in the member details because many organizations prefer to have invoices sent to their accounting departments.
Todd Stearns
supported this idea
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Your system sends membership renewal reminder, which is great. Why not include a PDF document of that invoice automatically? Then it saves us from having to manually go in and generate one. Much easier.