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Option to invoice customer each time for subscription

Nicolas Emmerich

In Australia, companies should be issues an invoice each time a subscription takes money from they account. I believe this is a legal requirement to do with the tax office and GST.

It would be good if when you set up a subscription, an option exists to "issue invoice each time the subscription occurs" so that you do not have to manually come up with another way of sending the invoices. 

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Today we added the ability to send an invoice on each payment of a Subscription or Payment Plan. For existing contacts you can enable recurring invoices to be sent by editing the Subscription or Payment Plan on the Purchases tab of the Contact Record.

Order Forms now contain a checkbox to automatically generate the recurring invoices for all future orders. You can edit your existing Order Forms in ONTRAPORT and the change will propagate wherever the form is published (so you don't have to re-embed the form code). 

Frank Hagan
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Yes, very important. This is like this in 2.4 as well, and it causes problems with recurring billing in Australia.

A new tax invoice should be issued every time it rebills

Rod Noran 0 votes
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In Romania we also need to send an invoice for every payment. It makes no sense having to send out an invoice manually, for every customer, every month.

Paul Coman 0 votes
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Yes please! It takes so much extra time out of my life to have to do this manually for all accounts so that they can claim our training expense against their tax as it is education and very tax deductible

Kelly Vanyai 0 votes
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Additionally, it would be handy if the "resend invoice" action could send the custom invoice template that was originally sent on sign-up to the subscription.

What happens currently ...

  1. custom invoice is sent when customer first subscribes to a recurring membership
  2. a manual invoice could get sent from ontraport via transactions / actions / "resend invoice" => however, the invoice reverts to the default invoice

Why this matters ... 

In Australia, invoices must contain the words "tax invoice" and describe how much GST is in the total price.
Our custom invoice does this, but the default invoice "Thank You For Your Order" is not a proper invoice according to our Australian Tax Office.

We have about a dozen customers who request a proper tax invoice each month and so we have to go to another system altogether to recreate the invoice and send it to them each month

Hive Hero 0 votes
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We have implemented the recommendation to use the custom invoice template for subsequent invoices as of release 3.0.291 on 10-Sep, 2015:

  • Changed how invoices generate for open orders [subscriptions and payment plans]: if a custom invoice is selected for the first payment, then each additional payment will generate the custom invoice. The invoices can be sent to the client via the "re-send invoice" button, viewed in the Customer Center, and viewed in the Purchases tab in the contact record
  • Fixed issue with custom invoice selections for open orders not sticking.
Frank Hagan 0 votes
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1. If the standard invoice has already been generated how can I change it to the custom one? The clients are frustrated with me because they can't use the invoices I've sent them.

2. This needs to be automatic. Like I've said before: it makes no sense having to send out an invoice for every customer, every month, manually.

Paul Coman 1 vote
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It doesn't look this feature has been available yet.  Any updates on this?

Akilah Pitts 0 votes
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We do plan to have an option to invoice each transaction, including all subscription payments. The plan is in the specification phase, which means it will be a while before it is implemented. 

Frank Hagan 3 votes
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Following this.  Of course an invoice / statement should be issued for each transaction...automatically.

Michele Wiwchar 1 vote
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Has there been any update on this? It's such a basic feature to automatically send invoices to customers for their transactions. I am in disbelief it doesn't exist on ONTRAport.

Kevin Thom 0 votes
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What would be a satisfactory compromise if we can't have invoices automatically sent for subscription payments would be to have an action called "Re-send Invoice" that could be used in campaigns. Then we could automate it ourselves.

Kevin Thom 0 votes
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This is good. Thanks! It would be great if there was an option to apply this setting to all existing open orders. Right now, I believe I have to go through every single open order and seek out the checkbox manually. 

Also, would love to have the option in a sequence or campaign to send the invoice to another email address like an admin or accountant. Right now we're using a hacky method involving custom fields that doesn't work well because often the email is sent before the custom field has time to update. Having the ability to just send the invoice would be infinitely better.

Kevin Thom 0 votes
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For existing subscriptions or payment plans you do have to edit the individual order to change it. We currently don't have a way to turn on invoicing on all existing orders.

Because this feature request is in "Completed" status it will be archived within the next three months. If you have additional requests surrounding invoices please enter a new request so we can make sure our entire team considers it!

Frank Hagan 0 votes
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