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Add purchase order field to invoice
Create a purchase order field for invoices
Itemised Event Invoices
Event invoices currently only show a total, even though there may be several components to it. We get requests frequently for the invoices to be broken down by the ...
Configure payment options
Allow preferred payment options to be configured ie credit card only
Online shop - pay on invoice option
Add the pay on invoice option to the online shop
Bulk deletion of unpaid invoices
Bulk deletion of unpaid / outstanding invoices. To enable mass deletion of unpaid invoices to provide better management of invoicing.
Membership Add-Ons For Invoicing
Being able to have Add-Ons included in a membership renewal invoice, they're only showing up with new member applications
Option for donation payments
Create a way for members to make a donation to an association - both one-off and recurring payments.
Reminders for Outstanding invoices
I am writing to request an update to the system for managing outstanding invoices. Currently, the system does not send automatic reminders for invoices that are ...
Stripe - allow payment methods beyond credit card
Currently, the Stripe integration only allows payments by credit card in the Membes environment, even though our Stripe account allows other payment options.
In ...
Add payment due date on system generated invoices
Make sure there is a due date included on member invoices that is generated from the paid through date.
Sync Event Registration Payment Status with Invoice Status
Current Issue:
When an event registration is marked as “paid” by an admin for a registrant who has paid via direct deposit, the event registration does not ...
Generate and attach PDF of invoice with renewal notice (and event registrations)
For those using Xero, they would then be able to simply forward that email to Xero to register for payment - instead of currently having to download the invoice, save ...
Manually adjusting existing invoices
The ability to adjust existing invoices to add another item (such as a late registration fee) or add a purchase order number to an invoice.
This would be easier ...
Invoice summary should allow for searching/filtering by organisation
invoice datatable needs to include column for searching/filtering by organisation.
Increased detail in SecurePay for reconciliations
Transactions that are processed through SecurePay only have the Invoce/PO number on the payout report. Is there a way to have the payor name also import to SecurePay?
Allow Payment Total to be adjusted when using CC payment feature in back end
Having the new feature inside the Finance > Invoices section of a member profile is great! But what isn't great is that it doesn't apply the credit card surcharge ...
Different currency options for invoices
Ability to chose the currency displayed on invoices. For example, if a company is based in NZ, the invoice will display in NZ dollars instead of AUD.
Ability to choose Available Payment Methods for renewals
We would like to choose to turn off 'Pay by invoice' option for renewing members as we now have with Events and our Intuto shop
Further integration with Xero
When updates are made to profiles in Membes such as changes to contact details/address, etc, the changes are transferred to Xero.
Currently a manual process and can ...
Have the ability to set dates for payment plans
We deal with a number of members who prefer to pay quarterly. We would like the ability to set the dates of the quarterly payments (as part of the "payment plan" ...