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Version 1.4 to 1.6

Version 1.6​

Bug fix 🦟⛏​

Several minor adjustments were made to the solution to fix bugs or improve certain processes.

Automatic renewal reminder schedule​

It is now possible to schedule automatically sending reminders for renewal notices and renewal invoices. To do this, consult the automatic renewal schedule configuration page

Discount codes​

It is now possible to create discount codes that can be used online. Currently discount codes can only be applied manually through Membri or on the payment platform. Invoices must meet certain conditions, for example not to be transferred to the accounting system in order to be able to apply the discount. To configure the discount codes, consult the configuration of discount codes page

Sending receipts​

When an invoice is paid, it is now possible to configure the system to automatically send a receipt. Contact us at support@vendere.ca to configure it.

New attachment on ticketing confirmation emails to add to calendar​

An ".ics" object is now attached to the ticket purchase confirmation via the ticket office. It allows your members to quickly save event details to their calendar.

Allow bypassing the calculation of the automatic amount on a solicitation, contract and order product​

In the solicitations, contracts and order module, it is now possible on each product line to override the automatic calculation of the line. You can therefore put the unit price and the desired quantity without the total amount being the multiplication of the two.

Possibility to search on the help site​

You now have the possibility to search in the help web site! Simply write keywords in the "Search" box in the header of the page.

Version 1.5​

Bug fix​

Several minor adjustments were made to the solution to fix bugs or improve certain processes.

Deactivate an account​

By deactivating an account, it is now automatically set not to renew. Also, if the account is in the process of renewal, the renewal is automatically refused.

Option for mandatory participant emails​

It is now possible in an event, in the Ticketing tab, to specify that all participants of the registration via the ticket office for the event must enter an email.

Approve or reject multiple renewals​

It is now possible, from the flows, to approve or reject several renewals on sent status at the same time.

New parameter to allow blocking online payments above an amount​

It is possible to indicate that invoices above a certain amount are not payable by credit card, thus saving you transaction costs.

Parent-child accounts​

You now have the option of indicating parent and child accounts. Child accounts have the same membership status as their parent, but do not pay dues. When the parent changes status, the child will also change status.

All member contacts​

A new option allows you to indicate that all contacts of a company are considered members of the chamber. Only the primary contact is then billed and it is not possible to charge for secondary delegates.

Adjustment to forms​

  • Addition of internal notes on invoices
  • Adjusted the membership form to look more like accounts and contacts
  • Other minor adjustments

Version 1.4​

Bug fix​

Several minor adjustments were made to the solution to fix bugs or improve certain processes.

New email template options​

It is now possible to prepare emails more beautiful than ever by having email content different from the attached invoice. It is also possible to personalize the message according to the type of invoice (membership, renewal, other) or even by type of subscription. Ask our support team to assess the possible options and improve the content of your messages.

Adding the member's status to the account​

In the accounts, a new status makes it easier to determine the status of the account. The possible values ​​are:

  • Member: Account with an active contribution
  • Non-member: Account without active contribution which has never been a member in the system
  • Former Member: Account that has not renewed their subscription
  • In grace period: Account with a contribution still due within the grace period
  • Suspended: Account with an unanswered or unpaid renewal that has exceeded the grace period

Addition of the expiration date of the next contribution in the account in the subscription tab​

In the account, in the subscription tab, the account expiration date is now indicated.

Adding commands to solicitation modules​

In the solicitation module, it is now possible to place an order for an account. The order represents a list of products that will be billed to the chosen account.

It is possible to use the solicitations to create an order or directly create an order.

Adding labels to the account​

It is possible to add labels (Tag) in the account. The labels allow you to add items describing the activities of the account. Since the labels are created by the organization, it is possible to indicate what you want on them. You will find them in the account details tab.

New button in invoices to open the payment platform​

From an invoice in Membri, a new button provides access to the online payment platform. In particular, you can use it to pay the bill for the customer if they provide you with their credit card information.

New button in the payment platform to download your receipt​

Once the payment on the payment platform has been completed by you or the customer, they can download the receipt by pressing the download button.

Force an intervention on the renewal of a specific account​

It is now possible to force a specific account to fall into the intervention required for renewal regardless of its type of subscription. Find this option in the Account subscription tab.

New setting to reimburse ticketing fees automatically​

By default, the ticketing fees are not refunded to the member if they cancel their registration. It is now possible to reimburse them also automatically. Contact us to activate this option.