I would like to request an enhancement request for invoicing.

We are a non-profit information security organization (local chapter of ISSA) and every year I have to manually create an identical invoice for each vendor that sponsors up.

The enhancement I would like to recommend is:

1. Reoccuring invoices. This would create a new invoice 12 months after the last one, give me the ability to review it, and send it out to the vendor. And/Or

2. The ability to clone an existing invoice. This would allow me to take an invoice I sent last year and clone it. It would receive a new invoice number but would already have the contact information and the description and pricing completed.

When there are outstanding invoices, the profile page displays the General payment instructions (from Settings / Finance / Payment settings).

But some invoices may have different payment instructions, specified either in the event or membership instructions in that setting, or in the specific event.

Nevertheless the profile page displays the General payment instructions, which may be incorrect. So the member can send a payment to the wrong place.

I recommend that If any of the outstanding invoice(s) have custom or different payment instructions, do not display the General payment instructions. Instead, say "Click invoice for payment instructions."

I suggest that giving incorrect payment instructions is a bug. I was told to "Put it on the wishlist" so am doing that too.

Currently a person gets an invoice via email. That same invoice (visually) can not be recreated through their member profile or any other way. I'd like the ability for invoices to look the same regardless of how they were accessed (email, online, pdf bulk download - crossing my fingers this will be a thing soon). Make it possible for an invoice to also be downloaded through a members portal in the same format/template as the original email template. The online "financial document" system page provides inadequate information for the payee. Alternately, if the financial document system page script could be edited to provide adequate information that would be acceptable too.

Online payment issue: My my members are finding that their whole balance shows in Pay Pal (all events etc- EVEN THOUGH they have seleced INVOICE ME on some of these these) when trying to purchase one small item (in this case a $30 shirt). This has not happened in past years. Yes, I've just found out that they can log in and uncheck invoices but HOW would they know that and WHY should they have to??? They already selected INVOICE ME. If there is a way we can reset payments please fill me in. We pay a fee to use paypal and then another to refund. This is not good and 4 weeks from our biggest event of the year, terrible timing. Please help.

At least for small organizations, I would appreciate a simple budget component to Wild Apricot. I wouldn't want too many bells and whistles, but the system already handles accounts receivable for memberships and event registrations. It would be very helpful for that to tie into a budgeting component. QuickBooks isn't feasible for some small organizations due to the cost and lack of knowledge about that software.

I would want the ability to create a budget with simple customizable categories and track expenditures and revenues against the budget.

This feature would help turn Wild Apricot into a turnkey solution for small associations/clubs.

I have figured out the QB export. However, when I have a new member sign up (or a renewal), I have a basic membership fee, and the user can optionally check another box or two for additional things to pay for.

When I manually view the invoice, the items selected are individually broken out.

But the IIF file that is prepared to import into Quicken has the invoice item amounts broken out into the SPL records, but every item has the same QB "Account" tagged, i.e. Income:Membership. I need the base membership fee to have one Account (Income:Membership) and the additional items to have a different Account (Income:MyItem1, Income:MyItem2, etc).

The items paid for are reflected in the memo field. I just can't get it to be reflected in the QB Account field for categorization. Yes, I could go into QB and fix it manually, but the point of computers is to do that sort of thing for us and eliminate errors along the way. Thanks.

We have hit a road-block with our credit union.
As we were attempting to set up online payment so that members cold pay directly from the Credit Union (vs. using PayPal), our CU informed us that we need an account # on the invoice.
When we are creating the invoice, it shows the user along with their user ID#
However, when the actual invoice is created, the system drops their ID # and only shows their name.
If we could have this ID# printed automatically on the invoice as their Account number, then this would satisfy the requirements to having our club added to the CU as a list of Payees.