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On this page:• Overview• Downloading invoices in PDF — Member profile view• Downloading invoices in PDF — Admin view• Including a PDF download link in invoice emails• Including a PDF download link in donation receipt emails
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OverviewWith the release of WildApricot version 8.10.0, we've added the ability for your organization's admins and members to download invoices and donation receipts in PDF. We've added a PDF download button to your admin backend and the member profile view. Now admins and members can download invoices and donation receipts in PDF directly from WildApricot. We've also added a new PDF invoice and donation receipt email macro that you can include in invoice and donation receipt emails. This macro embeds a link in the email. Your members can click this link to access a page where they can download either their invoice or donation receipt in PDF.Some organizations require PDF copies of invoices and receipts for audits. Organizations may also require PDF copies to use as sales receipts or for their government tax returns. Your members may also want PDF copies of their invoices and donation receipts for their own tax purposes and record keeping. Previously, obtaining PDF copies was accomplished through the print feature in your browser. Now, admins and members of your organization can download copies from your admin account and website.Downloading invoices in PDF — Member profile viewAfter logging in to your website, a member can access and download their invoices and donations receipts in PDF from their profile. On the invoice itself, members can click the Download PDF link to do so.The same link displays on the Donation receipt page.Members can also access the invoice or donation receipt in PDF from invoice and donation receipt emails, if set up to send out to members in your admin backend.The Download invoice as PDF link takes your members to the Invoice details page where they can access the PDF copy without logging in to their account. This link expires in 7 days. If the link has expired, a notification displays instead, and the link will need to be resent by an admin from your organization. Or, the member can log in to their account to access the PDF copy directly from their invoice or donation receipt.For steps on including the Download invoice as PDF link in the invoice template, see Including a PDF download link in invoice emails. For steps on including the Download donation receipt as PDF link in the donation receipt template, see Including a PDF download link in donation receipt emails.Downloading invoices and donation receipts in PDF — Admin viewIn your WildApricot admin backend, you can download member invoices and donation receipts in PDF from the Finances and Donations modules.To download invoices in PDF1. In your WildApricot admin backend, navigate to Finances.2. Select the appropriate invoice from the Invoices list.3. On the Invoice details page, click Preview.3. On the Invoice preview, click Download PDF.To download donation receipts in PDF1. In your WildApricot admin backend, navigate to Donations. 2. Select the appropriate donation from the Donation list.You can also access donations from the Finances section or through a member's profile.3. Click Preview.4. On the Donation receipt page, click Download PDF.Including a PDF download link in invoice emailsIf you created an account after the release of WildApricot version 8.10.0, the {Invoice_PDF_Download} macro is automatically included in the invoice template. If your account was created before this release, you will need to add the macro manually to the invoice template.If this macro is included in the email template, invoice emails will contain a link where members can access a page, without being logged in, where they can download their invoice in PDF.This link expires in 7 days. If the link has expired, a notification displays instead, and the link will need to be resent by an admin from your organization. Or, the member can log in to their account to access the PDF copy directly from their invoice or donation receipt.To add the {Invoice_PDF_Download} macro to the invoice template, follow these steps:1. Navigate to Finances > Invoice & receipt settings.2. Click View/edit invoice template.3. Click Edit in the top left corner of the page.4. To add the link, click Macro in the WYSIWYG editor. 5. Select the checkbox next to {Invoice_PDF_Download}, then click Insert macro(s).You can only use the {Invoice_PDF_Download} macro in the invoice template. This macro will not work in any other email template.Including a PDF download link in donation receipt emailsIf you created an account after the release of WildApricot version 8.10.0, the {Donation_PDF_Download} macro is automatically included in the donation receipt email template. If your account was created before this release, you will need to add the macro manually to the donation receipt template.If this macro is included in the email template, donation receipt emails will contain a link where members can access a page, without being logged in, where they can download their donation receipt in PDF.This link expires in 7 days. If the link has expired, a notification displays instead, and the link will need to be resent by an admin from your organization. Or, the member can log in to their account to access the PDF copy directly from their invoice or donation receipt.To add the {Donation_PDF_Download} macro to the donation receipt template, follow these steps:1. Navigate to Donations > Donation receipt.2. Click View/edit donation receipt template.3. Click Edit in the top left corner of the page.4. To add the link, click Macro in the WYSIWYG editor. 5. Select the checkbox next to {Donation_PDF_Download}, then click Insert macro(s). You can only use the {Donation_PDF_Download} macro in the donation receipt email template. This macro will not work in any other email template.