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28 results found

  1. Single invoice containing multiple transactions

    Create one invoice for orders/one invoice for multiple copy requests from single user

    36 votes

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    11 comments  ·  Billing  ·  Admin →
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  2. Web user would like to print an invoice from the web

    Used for reimbursement. Current option of just printing the table of requests does not look very official or sufficient.

    26 votes

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    8 comments  ·  Billing  ·  Admin →
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  3. 12 votes

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    3 comments  ·  Billing  ·  Admin →
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  4. Ability to save billing information without yet generating the invoice

    "Would like to be able to save pricing/order information without generating an invoice. OR without having the information be available to the patron.

    We need a DRAFT mode so we can leave an incomplete invoice without exposing it to patron and to move status."

    "We would like to save work on an in-progress order (adding services, and descriptions). Currently, we can only save our work on an order by pushing the GENERATE INVOICE (aka, share the invoice with the patron) button.

    Cautions: If you ""generate"" an invoice, it triggers a status change; if someone leaves an unfinihsed order, we would…

    12 votes

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    4 comments  ·  Billing  ·  Admin →
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  5. 8 votes

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    0 comments  ·  Billing  ·  Admin →
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  6. 6 votes

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  7. 6 votes

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  8. 5 votes

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  9. Would like an email notification from Aeon when a patron has paid for an order

    Georgia State University is using TouchNet to allow patrons to pay for orders via credit card. It is not enough of a notification that the order status changes to “Awaiting Item Delivery,” as there will be multiple orders in that queue at a time, including for patrons who weren’t charged, as well as pending file delivery from vendors. It’s difficult to understand which requests are new from TouchNet payments. They would ideally like for Aeon to send an email notification, or at least display some kind of flag on the Aeon client. For now, they are looking into TouchNet to…

    4 votes

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    1 comment  ·  Billing  ·  Admin →
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  10. Ability for users to view and print past (paid) invoices, and staff to print statement of paid invoices via the client.

    When a user wants a statement of paid invoices for reimbursement from their institution or other issues, there's no great way to get that for them once the orders are paid and delivered. We have to manually go in and resend each paid invoice, or they have to go into each separate transaction/order.

    4 votes

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  11. 4 votes

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  12. Invoice reports

    Currently no way to easily see a list or report of all invoices generated, paid, etc.

    3 votes

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    1 comment  ·  Billing  ·  Admin →
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  13. Change name to "Link Billing Account" vs "Add Billing Account" to avoid confusion

    When linking a Billing Account to a user account, the "Add billing account" label confuses users. Maybe it could be changed to read "Associate Billing Account," or "Link Billing Account."

    3 votes

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  14. Make "Total" field available in list (grid) views.

    This would require financial data to be accessible in the "Column Chooser" in grid view, so that "Total" could become another possible column of information.

    3 votes

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  15. Allow InvoiceNumber to be visible in the Aeon client

    Aeon automatically generates an invoice number for each transaction when an invoice is generated. However, the InvoiceNumber is not visible in any grid in the client. The field can be added, but no data displays.

    The field also should be able to be added to the Billing tab.

    2 votes

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  16. Allow Aeon photoduplication process to estimate request completion time

    Some Aeon sites charge for reproduction based on staff time and need to include time in an estimate. Alternately, some materials take longer to reproduce than others (ex: oversized or high resolution may take longer) and sites may wish to notify patrons about which requests will take longer or how long certain requests will take.

    2 votes

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  17. Support for the Square payment gateway

    The Boston Athenaeum uses Square for our other payments and we would love to be able to use it with Aeon as well, rather than using another payment gateway. https://squareup.com/developers

    2 votes

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  18. Support for the Vantiv payment gateway

    The University of Chicago has switched to Vantiv credit card processing and would like Aeon to support that payment gateway.

    2 votes

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  19. Print an invoice from any screen

    We would like to be able to print an invoice from any screen (like you can for a callslip) instead of having to open each request, open the billing tab, and them print the invoice.

    2 votes

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  20. "Date Delivered" in Invoices

    Add "Date Delivered" to PrintInvoice datasource so that it can automatically appear on invoices.

    2 votes

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