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.

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

It would be nice if I could create/edit forms (Invoice, Receipt, etc.) in MS Word or some other external tool and import the forms into WildApricot.

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

Allow text formatting for invoice template Personal Message in particular so it aligns to left margin (left justified) and does not auto center (center justified) in invoice email output.

See current payment status of members

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.

it would be helpful for our larger group memberships to all have access to invoices. not just the individual members. That way anyone with a company card could pay the invoice.

We quietly offer some of our members the ability to pay their annual fees in several periodic payments. After creating and saving the first such invoice, I want a "duplicate invoice" option, so that I can easily create identical copies of the invoice and simply change the invoice date.

Restore the support for PayPal

Hi,

It would be great to have a QUANTITY field in the Invoice.

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.

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

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).

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.

Provide option to send payment receipts as PDF file attachements

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.

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.)

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