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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

    16 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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

    12 votes
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    6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. Have AffiniPay Compute Fees At The Transaction Level

    When PayPal was our processor, their exported transaction details gave us the GROSS amount and the FEE amount charged per transaction. AffiniPay only exports the GROSS amt collected and then bills us the next month for fees. It's an accounting nightmare. We want to keep track of our income/expenses at an event level. I'm now having to manually compute the AffiniPay fees for each transaction. Ugh.

    3 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Attachments to Payment records

    Could you add a function to be able to upload or attach a file to the payment records? This way, we could attach a copy of the deposit slip to the payment for future reference.

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. Statement Billing

    We would like to have the option of having a membership level receive a renewal statement that includes all open invoices, instead of just a line-item invoice for dues renewal.

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. fee payment frequency

    allow fee payment frequency to also occur weekly bi-weekly as well as the current monthly. This suits our customers who have members who have a cash receipt cycle relevant to those periods

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. Schedule emailing of invoices

    I wish I could schedule the emailing of an invoice. Right now, if I go into an invoice and click to email it, I have to send it immediately.

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. Restore support for PayPal

    Restore the support for PayPal

    1 vote
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. Be able to create PDF for Payment receipt

    Provide option to send payment receipts as PDF file attachements

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. $ totals on reports

    Under Payments and refunds report it should give $totals. For example if I am using it to sum up the cheque deposits for that day I can record cheque payments but have to export to excel to get a sum of those cheque payments for the day.

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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.)

    8 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. Field for check number

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

    6 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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...

    25 votes
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    16 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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).

    67 votes
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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    7 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. Improve void invoice workflow

    When voiding an invoice, it would be good to be able to enter a reason, that would be put in the internal notes. as to why this action is being taken.

    At the moment one has to edit the invoice, add the reason, save the invoice and then void it. Clunky work-flow!

    23 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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