Ability to Invoice from NeonCRM

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  • Edith Casterline

    Yes. One simple approach Neon could take is to allow us to select the "pay later" option from the admin side of the transaction -- combined with more configurable system email templates for events so that we can devise an invoice number for their "pay later" confirmation email. (For membership & donations we've set up the pay-later confirmation email to include an invoice number based on account number + text + date... but it's only triggerable from the constituent side when they choose the pay-later option, since we can't currently choose that option for them. The event registration system emails aren't currently configurable to add an invoice #.) Or instead of our jury-rigging the invoice number, Neon could create one when the "pay later" option is selected...

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