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.

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.

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.

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.

Need to be able to link a manual invoice to an Event so it will be included in the Income Report

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.

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.

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

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!

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

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

Auto fill the address, city, state, zip and phone number when processing a members credit card in admin mode.

We would like to be able to edit the macro {InvoiceDetails} as this would allow us to indicate information that we would like to appear on the Authorized.com payment receipt, which is the payment method we use to process memberships and events.

It would be great to add a tax macro for the invoice and receipt template. Currently, the total is inclusive of taxes and since there is the possibility of a number of different tax rates, it would be great for customers and association to have the amount pre-tax, tax amount and if possible an indication of which tax rate, and then a total balance.

Would be great to run a report that aligns to a yearly budget - what membership dues are expected in the future. Right now, there are reports for when revenue has come in, but would be great if those reports could also extend out to EXPECTED revenue, for budgeting purposes. Thanks!