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Suggestion about invoices

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  • CnP.Support
    replied
    David,

    We have discussed this request and will try to see what we can do as part of the Reporting Services that is currently under development. The reporting services will take an entirely different approach towards receipts giving you a lot of freedom in how the receipt will behave.

    Naturally we can't just the behavior for your account as it will affect everyone. To make it customizable we have to add fields to the profile section which then creates more settings. We try to avoid adding settings fields as much as we can since every field adds complexity to the system.

    The new receipt services will change how it all will be done. This is scheduled for release in December 2011.

    Leave a comment:


  • David Brown
    replied
    In my prior message I should have said that I'm using the FaaS form to accept donations on my website. I wasn't aware that I could specify 999 installments to create an ongoing donation that did not have a specific end date. I just updated and tested the form on my site to use 999 installments and it worked great. (I'd suggest you add that information to the FaaS Form Field definition page, as I didn't see it there.)

    However, the invoice generated states: "For cancellation please contact us at the email address or phone number listed above." Can that be changed for my account? I didn't find a way to do so. In my case, I'd like the donor to go to our website and submit a contact form to us.

    Thanks a lot. This is a big improvement for us, and eliminates my initial request to change your invoices.

    Regards

    Leave a comment:


  • CnP.Support
    replied
    David,

    May I ask what form you are referring to?

    This is easily accomplished by using the FaaS forms and setting the N to 999. The 999 value in FaaS platform changes the text to a general statement asking the donor to contact you for cancellation.

    What is the WID of the page you are using and have you considered FaaS forms?

    Leave a comment:


  • David Brown
    started a topic Suggestion about invoices

    Suggestion about invoices

    I've been using Click and Pledge for a non-profit for a few months now. It's a good service. Your form interface is very nice.


    I do have a suggestion. We have donors who make recurring donations that don't have a specific ending date. I've implemented this by specifying 180 monthly donations when the form is submitted (the donor doesn't see this, they know they need to tell us to stop the donations.) I've noticed that the invoices show the entire amount of all 180 donations, which is a big number! - I'm concerned that this will be alarming to my donors. The invoice does show that only one installment is being billed at this time. But, still. I think this is new.


    I'd really prefer that the invoice show only the amount of the current donation, as well as how long the monthly charges will be made. I believe this was how invoices were presented until recently. Or how about an option so the administrator can choose?

    Regards
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