New form: invoice

Complementing the introduction of trading documents (invoices, purchase orders and quotations), Cameo now includes a form type, invoice, for customer’s to access those documents using a personalised link. The link is typically emailed as part of sending an invoice quotation or purchase order. The new form type can be used for any or all of these: * See a summary of the document *
Download a PDF of the document for the customer’s records * Pay an invoice (e.g. by credit card) * Mark an invoice as paid, add an interim transaction to account for the payment, and send a notification to that effect * Accept a quotation (and send a notification to let you know) Read More…

Reporting on fundraising campaigns

Cameo can now automatically attribute payments made through its payment form to different categories from its hierarchical chart of accounts. This means that you can reconcile income from different fundraising campaigns, for example, to different accounts. That in turn means you can produce a financial report breaking down donations from different campaigns. This article gives an example of how this works for fundraising campaigns. Read More…

Scheduling and reporting event bookings

Cameo has several new features for scheduling and reporting on event bookings: * each occurrence of an event now has a date box to choose when the event automatically becomes available for booking; * you can now choose later bookings as a ticket type in an event’s price plan, so that it is only offered in the booking form on or after the date you choose; * the daily report of new event bookings (sent as a reminder message) now includes a summary of all bookings to date for live events Read More…