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  1. Event Invoice Zero Amount

    Invoices for events should be able to have a zero balance if they are being updated by site administrator

    11 votes
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      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • multiple depost accounts with Affinipay and Auto Sorting

      Integrated payment with Affinipay is good, but my organization has multiple bank accounts for separate departments of our organization. Multiple deposit accounts through Wild Apricot Payments would allow us to track our income better.

      With this functionality, choosing what payments go where would be helpful as well. For example, all event payments go to one account while membership renewals go to another

      5 votes
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        4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • Restore support for PayPal

        Restore the support for PayPal

        1 vote
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          1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • Better admin invoice settlement ergonomics needed

          Express invoice settlement in admin financial transactions. The current admin finance forms to record the payment then settle the unsettled invoices one at a time until the funds are used up is somewhat slow. It would be preferable to have a check box model like that in profile/finances payment screen.

          The user story is that an organization is transitioning from offline payment to online payment and needs to be able to efficiently support both processes (we're 1000 members creating 8000 or so registration invoices to settle per quarter).

          2 votes
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            1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Redeeming a discount, adds member to a group

            RE: Groups:) It would be great if this feature was available.
            When members redeem a specific DISCOUNT, they are automatically added to a specific GROUP which can be assigned by and ADMIN at creation of the discount

            2 votes
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              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • Automate resend invoices/send invoice reminders

              It would be very helpful to have a way to automate re-sending open invoices via email after specified intervals (30 days, 45 days, etc.)

              5 votes
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                0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • Upload check image

                when marking an invoice as paid via check, there should be an option to upload an image of the check.

                6 votes
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                  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Field for check number

                  We really need a field to record a check number when processing payments.

                  5 votes
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                    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Full-stack finance management in Wild Apricot

                    Add a managing finances overall the organization...

                    I mean not only membership and event payments but overheads and all clerical /admin chores... because all of that still lives in Excel :(

                    Planned growth for coming years, etc...

                    24 votes
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                      16 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Need transaction description to go to PayPal

                      Want more information to be passed to PayPal from Wild Apricot (e.g. what payment is for - membership, event payment) and which program a donation is being directed to (e.g. 1st fundraising campaign, 2nd fundraising campaign).

                      66 votes
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                        13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Consolidated Invoice to Non-Member/Contact

                        We have bundles but the person who pays is invariably not a member (nor should they be). We have no way to send a bundle invoice to a non-member for payment. This is causing a LOT of issues.

                        In addition, we often need to manually create an invoice to set up an invoice outside of WA to allow an organization to pay for memberships and open event invoices for a single payment.

                        This is an extremely painful and manual process. Sometimes, we can find a way to do this (please see attached example), but most of the time, we can't.

                        6 votes
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                          0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Export Finance Audit Log to Excel

                          Currently there is no way to export the Audit log. We need the fianancial transaction IDs recorded by payment gateways so that they can be reconciled on the payment gateway.

                          Here's a list of the Stripe details that should be exported

                          ChargeId ch_1AQhPvBERWAb08kz1AUdKPxQ

                          BalanceTransactionId txn_1AQhPvBERWAb08kzXH3Ol0qY

                          Currency cad

                          Description Invoice #31070707.646846: Donation

                          ReceiptEmail **************************

                          Amount 1000

                          AmountRefunded 0

                          Captured True

                          LiveMode False

                          Paid True

                          Refunded False

                          StripeCard.Last4 4242

                          6 votes
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                            2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Omit blank address lines on invoices and receipts

                            Invoices and receipts - we would like the functionality to omit the blank line that is printed when there is no information in the 2nd address line. We often get requests to mail invoices. The blank line has caused some postal delivery issues.

                            5 votes
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                              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • group billing

                              Provide a way to group multiple invoices for different members to be selected/grouped/paid by a single individual payment. This IS NOT a capability of membership bundling. I want each membership to remain in a separate record, but I need the ability for a single invoice to accumulate charges for multiple individuals. For example, I have one organization that has 4 individual memberships in our organization for their employees. They want the ability to make a single payment that covers all 4 membership renewals rather than having to log into each record and make 4 individual payments. This also occurs when…

                              34 votes
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                                9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • choose transactions (not dates) to be exported to QuickBooks.

                                I would like to see a button that says "export transactions since last time exported" instead of choosing a date(s) to transfer information to QuickBooks. If I transfer membership invoices and payments on a certain date and then someone comes along and renews a short time later I have to export that entire day again. So when I have to export that day again QuickBook assigns the invoice numbers twice and I have to go into QB and delete the 2nd invoice numbers.

                                15 votes
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                                  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Automatically apply credits at payment screen

                                  User account credits to be easily applied or automatically applied to any purchase they make including event registration. Currently there's no one click way for them to apply their credit to their registration. It should honestly automatically happen.

                                  23 votes
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                                    7 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Single Comprehensive Itemized Income Report

                                    Would like to see a more robust and comprehensive reporting feature for monthly income—something that would be sufficient to deliver to the treasurer so they can post totals to QB. For example, would like to create excel report that displays all of the invoice options and payment status options for a specific period, but in one report (membership, donations, manual invoices, fully paid, partially paid, unpaid. These would need to be itemized. I don't need the graphs, just the subtotals.

                                    5 votes
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                                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Event and Membership Taxes - We need to be able to charge different taxes for events and memberships

                                      Event and Membership Taxes - We need to be able to charge different taxes for events and memberships. In Canada, membership dues are taxed based on the province of residence. Taxes for event registrations are collected by the province in which the meeting is being held. But, for the province of Québec, the provincial tax is collected only for its residents. Meaning a non-resident of that province is taxed only the federal sales tax and not the provincial. Residents are taxed both taxes, the Federal and the Provincial taxes. This being said, we really need to be able to have…

                                      37 votes
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                                        9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Invoices and payments improvements in member's profile

                                        On the contact (not in admin mode) “invoices and payments” web page under the contact’s profile there are three column labels: “Date”, “Transaction”, and “Balance Due”.
                                        Below this is a list of the financial transactions for the contact. When the contact makes donations the donation appears in the Transaction column as expected. However in the “Balance Due” column the amount of the donation appears. This is very confusing, misleading and incorrect. The column title should read “Amount”, not “Balance Due” since sometimes the amount is due and other times it is a donation. It does not appear that I have…

                                        4 votes
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                                          5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Create a process to write off bad debt

                                          There presently is no defined way to write off a bad debt. If someone owes money and is no longer a member they can be archived but their bad debt remains in accounts receivable. Our solution to keep A/R in check is to create a tender called Bad Debt and then apply that as a payment. Though that works it falsely inflates payments received reports which treats it like money that came in. Soooo, need something like a system created bad debt tender that by default does not show up financial reports as a payment but as what it really…

                                          23 votes
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                                            8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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