Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
166 results found
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Ability to automatically issue tax receipts for membership fees.
Your system can automatically issue tax receipts for donations. As a charitable education organization, we need to issue tax receipts for all membership fees. Can this be automated in the same way?
3 votes -
Multiple events on one invoice
We have an annual conference in which individuals register for. Also, this conference has multiple workshops over a 5-day period that individuals can register for. When registrations are completed, multiple invoices are made for the event and workshops. When the invoices need to be submitted to the agency's accounts payable it would be helpful if the event and workshops could be listed on one invoice for that individual instead of multiple different invoices. Sometime agencies will miss an invoice to pay and have to resubmit. If it was all on one invoice with the event and workshops listed, it would…
15 votes -
Financial Report Filters
Provide "Last Month" filter for Income, Payment, Taxes, Donations, and Aging Receivables financial reports exactly like you have for the Financial History Report. This will facilitate our end of month reporting and transfer to external accounting systems.
4 votes -
Configurable retries for payment failures
When a recurring payment fails, Stripe retries every 6 hours, and then gives up after the 4th attempt. That is, within 24 hours, the subscription fails and is cancelled. Most often, payment fails because of insufficient funds on their credit card. If someone transfers more funds to their credit card, it can take 3 business days for the funds to clear - so it's crazy to retry so soon. They need to be at least a few days apart to allow people time to actually rectify the problem that caused it to fail. Please either let us configure when the…
2 votes -
HST Charges
HST must be charged on basis of where the product or service is provided. If we hold an event in Ontario then this needs to have 13% HST applied but the current system appears to use different locations (and rules) maybe based on address of customer, address of registered credit card??
The system does not comply with CRA guidelines at this point and needs to be fixed2 votes -
Bulk clearing of invoices
An event with 150 attendees might, in our case, result in 50 payments in advance by credit card and 100 payments on event day by check or cash. Marking an invoice paid requires three screens, three clicks, so that means 300 screens to clear all the invoices from a single event (we have at least one event per month).
You give us an export function to export invoices; what would be handy is a similar import function so we could edit the XLS file and then import it back to clear the invoices.1 vote -
Fix the accounting period linked to billing date
Fix the accounting period for billing.
Currently the system forces invoices to be produced days or weeks in advance of renewal dates to avoid issues with account status. For example for annual renewal due on January 1 and delinquent on January 31, the invoices should be generated and sent at least 30 days in advance. But the invoice date then is in December or November of the previous year, and the accounting will reflect the income in the wrong year!
There are several ways to fix that, but please do. One way for example is to add an invoice due…3 votes -
Properly show discounts in invoices
Being able to add a line on an invoice with negative value to show manually applied discounts.
4 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.
3 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
5 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.
5 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.
4 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.
5 votes
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