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

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

Restore the support for PayPal

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).

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

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.)

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

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

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...

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).

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.

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

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.

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.

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.

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.