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.

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.

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.

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.

Is this a bug?

For various reasons, there are times which arise when an invoice or payment needs to be deleted. It frustrates us that each time we delete an invoice or payment within a particular contact's financial transactions, we are consistently redirected out to the global financial page for invoices or payments, respectively.

If we are editing financials at the contact level, we should be returned to that contact's financials alone. More often than not, there are still other tasks to perform within the contact. It takes a lot of unnecessary extra steps to get back to where we need to be when we are redirected away.

I will admit that once in a blue moon, it actually does stay within the current contact's financial info (but very rarely). This makes me wonder if this issue is simply a bug, and the expected behavior is actually to stay within the current contact.

Thank you for your time and consideration.