1. Hello Guest!

    Thank you for visiting the ClubRunner Community website, you can login using your ClubRunner account information by clicking the login link on the top of every page.
    Dismiss Notice

Amending the Invoice Template

Discussion in 'General' started by Richard Blakeman on Jun 20, 2022.

  1. Richard Blakeman

    By:Richard Blakeman-  Jun 20, 2022
    Community Member

    Joined:
    Apr 24, 2020
    Messages:
    41
    Likes Received:
    7
    Gender:
    Male
    Occupation:
    Rotarian
    Location:
    Financial Commercial
    Hello,

    We have just sent out the invoice to members for their membership subscription and find that the invoice template appears to have changed. It now has this unnecessary message as a header taking up a third of the space. It is an irrelevant message and we would like to get rid of it but can't figure out how to do it. Can you please point me in the right direction as to how to amend/remove this message.

    For some reason I am unable to upload a jpeg or png file to this post to illustrate the message. However the unwanted message says:
    "Hi...
    Thanks for your purchase!
    Please take a moment to review the details of your invoice"
    Then has an icon of some sort and the invoice number
    We do not need messages like these on subs invoices and, as we can only invoice members anyway, it is gratuitous.
     
  2. Zach

    By:Zach-  Jun 20, 2022
    Moderator
    ClubRunner Team

    Joined:
    Jun 5, 2017
    Messages:
    592
    Likes Received:
    80
    Gender:
    Male
    Occupation:
    Product Specialist
    Location:
    ClubRunner
    Hi Richard,

    Thank you for reaching out on this matter. At this time, it is not possible for customers to modify the Dues and Billing email invoice templates. I can confirm that most system templates were updated recently, inclusive of the club's dues invoice. On the dues invoice we are reviewing feedback from others like yourself about the changes and seeing what action we can take to improve this template.

    I've included your feedback for the team to consider, and will update this post once we have a status update.

    Thanks!
     
  3. Zach

    By:Zach-  Jun 29, 2022
    Moderator
    ClubRunner Team

    Joined:
    Jun 5, 2017
    Messages:
    592
    Likes Received:
    80
    Gender:
    Male
    Occupation:
    Product Specialist
    Location:
    ClubRunner
    Hi Richard,

    I am following up to confirm that the club invoice template has been updated, removing the image, and thank you for your purchase text.

    If you have any other feedback on the updated invoice template, please let me know!

    Thanks.
     
  4. Kevin Kelly

    By:Kevin Kelly-  Nov 19, 2023
    New Community Member

    Joined:
    Nov 19, 2023
    Messages:
    1
    Likes Received:
    0
    Gender:
    Male
    Location:
    Itasca, IL, United States of America
    I have implemented invoicing for dues for my club
    I should have the ability to edit the email cover template.

    I want to be able to include my club logo and edit the text
    Here is the "template" delivering the invoice.

    [​IMG]
    Hi Kevin,
    Please take a moment to review the details of your invoice

    Invoice #1
     
  5. Zach

    By:Zach-  Jan 26, 2024
    Moderator
    ClubRunner Team

    Joined:
    Jun 5, 2017
    Messages:
    592
    Likes Received:
    80
    Gender:
    Male
    Occupation:
    Product Specialist
    Location:
    ClubRunner
    Hi Kevin,

    Thank you for following up on this discussion. At this time customers are not able to control or modify their invoice templates, all customers use the exact same invoicing templates across our platform. I can confirm that this is something that we are looking at for future updates. I've also made sure to add your voice to the feedback that we've collected on this matter so far.

    You can add comments to all of your invoices, when using the dues and billing module. However, these will be a part of the invoice itself, and not the outgoing email.
     
Top