Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
159 results found
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Properly show discounts in invoices
Being able to add a line on an invoice with negative value to show manually applied discounts.
3 votes -
Edit macro "Invoice details"
I wish you could edit the "invoice details" macro to add start date and end date of membership. Also add payment term to 30 or 90 days.
2 votes -
Apply payments or credits across membership bundles
Allow application of a credit from one bundle member's account to another member of the bundle's invoice. We often have one partner with a credit position, then they both register for an event and want to use the credit in one account to pay for both.
2 votes -
Share Account Billing Receipt upon payment
Please automatically and immediately share account billing receipts upon submission of account payments. Right now, we have to reach out to customer support to request a receipt. I'm based in the USA and this is the only company I know of that does not immediately share a payment receipt once they receive payment.
1 vote -
Mark an invoice after it's matched up in Quickbooks
It would be nice if you could add a marking or checkbox feature to mark an invoice after it's matched up in Quickbooks
4 votes -
Remove the "Extras" word from the invoice form and the receipt form
Sometimes members asked me why they are charged "Extras" as indicated from the invoice form and the receipt form. After I explained, they realized it was correct but told me when they see the "Extras" word, they were thrown off with “Extras”. Extras is for Affiliate Chapter Charge under Membership fields. It would be nice if I can remove the “Extras” word and be able to revise these forms. I am told I can’t. I would hope you would consider.
Also, it would be very nice if we can save our own different invoice templates.
We would appreciate your consideration.
…
1 vote -
Exclude voided line items from QuickBooks Online invoice export
The line items export for QuickBooks includes line items from voided invoices. It would be great if there was a way to exclude these voided line items from the export file.
4 votes -
Prompt Admin When Invoice Already Exists and Membership Level Changes
We had a member with a membership level of Individual Membership who requested to change her membership level to Tiered Members for 3 Members. We changed her membership level. Then added the other two members to that bundle. When we did that, the big yellow pending renewal box with the invoice link disappeared from the the two members added to the bundle. Although the membership tab still showed open invoices for those two members, it wasn't nearly as obvious to the admin user. It would nice if the admin user was notified that "current invoice exists, do you want to…
1 vote -
Fixed tax rates
This is not per se a new feature or improvement idea, but more like a rant.
We have members from all over Canada and some even from across. We are using Wild Apricot for the membership management, and it works great. Once or twice a year we have an event such as a conference. We create the event and sell "tickets" for the event with Wild Apricot as well. To give you an idea, this year the event will be held in Ottawa, ON. It blows my mind that we cannot set the fixed 13% tax rate on the "tickets"…
4 votes -
Payment Instructions in HTML
Payment instructions (https://gethelp.wildapricot.com/en/articles/524-payment-settings#instructions) currently support only text, but they are commonly embedded in places (such as invoices or e-mails) that support HTML. Our members find the limitation to text extremely inconvenient, as they would like to see the QR code (a PNG graphic) used for e-banking in Switzerland (and elsewhere) instead of having to enter our account details in their e-banking applications.
We would also like to provide a link to a downloadable payment slip (also used to expedite e-banking) and, in the case of events, to our no-show policy, which explains their financial obligations in case of…2 votes -
Add QR code to invoice to pay using QR code
Please add automatic QR codes on invoices to simplify payments for users.
3 votes -
Web version of invoices to be generated from the invoice template.
- Use the invoice template to generate the 'web version' of invoices.
- Include a download option.
- Email invoices generated with the invoice template to event registrants.
Explanation:
Currently, registrants cannot access, download or print compliant invoices for paid events.
The 'web version' of invoices does not use the invoice template.
In Australia, invoices must be properly formatted to be GST compliant. The invoice template allows a compliant invoice to be created. The 'web version' of the invoice does not use the template, is not compliant and can't be printed or downloaded. Members cannot access compliant invoices, the only option available is…6 votes -
Add the event id to Affinipay
The event title is added to Affinipay but is not a unique identifier for our org because we often tweak the title during registration period. We add "Sold out" or "Only 2 spots left" etc so this removed the event id as a unique identifier. Adding the event id to Affinipay would solve this and make reconciliation between WA and Affinipay much less time consuming.
4 votes -
Restrict Deleting Invoices to Account Administrators
Invoices once raised should not be deleted. Given there may be multiple event organisers who then have access to raise invoices, there is a potential audit / probity issue around cash receipts if an invoice can be deleted. Very rarely is there any need to actually delete an invoice. Voiding and/ or refunding is quite adequate and maintains an audit trail. Delete should only be possible by account administrators.
4 votes -
Attach membership invoice to bundle members
When a bundle administrator changes the renewal invoice goes with the original person. It would be best if invoices could be associated with the bundle and not the individual.
7 votes -
Link manual invoice to business operation
Need to be able to link a manual invoice to an Event so it will be included in the Income Report
3 votes -
Don't break connection between payments and original operations they were received for
I want to be able to track the financials for an event - included who paid what and who was refunded. With v5.9, invoices are not deleted (hurray!) but are voided and payments are unsettled. This 'breaks the link' between the payment and the event. I'd like to have an audit trail of all financial transactions related to an event, even for cancellations.
Background - the specific use case is events that have cancelation fees associated with them. When someone cancels we still need to charge them. Canceling them from the event voids the invoice and unsettles the payments. I…
3 votes -
Cash-based income report
When running an Income Report, it would be much more useful to have the payments posted in the month of payment as opposed to the month of the invoice. Accrual accounting isn't all that useful for a non-profit on an ongoing basis. It also makes reconciling bank account records impossible. Alternatively, if the level of detail (summary breakdown of payment allocation, i.e. membership, events, store orders) was available on the Payments Report, that would alternatively work.
6 votes -
multiple renewals on one invoice
It would be very helpful for our organization if it were possible to add multiple membership renewals or event registrations onto a single invoice, rather than all separate / individual ones. I know you already have a 'bundle' membership option, but that solution isn't a perfect fit for the way we do accounting on our side, unfortunately.
7 votes -
Use of Affinipay card reader
Now that Affinipay has a bluetooth reader/swiper, is WildApricot going to be able to integrate that as a payment option?
This is the text from an Affinipay email:
Introducing the all-new AffiniPay for Associations mobile app and Bluetooth reader/swiper
We are thrilled to announce the launch of our brand new AffiniPay for Associations app and Bluetooth reader/swiper!
Available for both iOS and Android devices, our mobile app allows you to accept contactless payments and the latest chip card technology, making your payment processing more flexible and convenient for your members. Enter a member’s payment details manually or use our new…38 votes
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