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  1. 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

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  2. 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"…

    2 votes

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  3. 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…

    1 vote

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  4. 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…

    36 votes

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  5. Web version of invoices to be generated from the invoice template.

    1. Use the invoice template to generate the 'web version' of invoices.
    2. Include a download option.
    3. 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

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  6. Add QR code to invoice to pay using QR code

    Please add automatic QR codes on invoices to simplify payments for users.

    3 votes

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  7. 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.

    3 votes

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  8. 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.

    5 votes

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  9. 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.

    6 votes

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  10. 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.

    3 votes

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  11. Refunds process

    Issuing refunds is REALLY COMPLICATED and NOT INTUITIVE and needs to be simplified from both the events page AND the finances page.

    11 votes

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  12. 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.

    2 votes

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  13. 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

    2 votes

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  14. 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…

    2 votes

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  15. Affinipay

    We would like to have the ability to add more than one fully integrated bank account to use in our website. I would think that you would be working diligently on this NOW as it is an easy way for Wild Apricot to capture more revenue.

    8 votes

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  16. Include available credits and net balance due in invoices

    The macro {AmountOwing} for invoices appears to be a misnomer. The macro does not respect any general credits available on the account, so it is only the amount owing to the specific invoice. In commercial billing it is standard practice for invoices to inform customers of any remaining credits on their account and the net balance due. Please support including available credits and net balance due in invoices.
    P.S. It appears that the net balance due is available in the macro {Contact
    BalanceAmount}. However, including this on an invoice without reference to the credits which cause it to differ…

    3 votes

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  17. member can apply discount to existing invoice

    apply a discount at checkout, and validate the discount is applicable for that items being invoiced.

    9 votes

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  18. 5 votes

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  19. Saving Invoice Line Item

    There should be a way to save invoice line items and create a drop-down list so some manner of consistency exists. makes no sense that there is no drop-down if predefined items.. I have never seen accounting that does not have the option to select or create a list of invoice line items!

    2 votes

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  20. HST on Receipts

    I have just processed our first payment and the receipt came through with the total amount of the invoice HOWEVER the HST was not reported separately. As we are a municipal association it is important from our members standpoint and their employers that HST be identified separately. No different than you charging HST on fees and having to report it separately

    1 vote

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