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  1. Improve void invoice workflow

    When voiding an invoice, it would be good to be able to enter a reason, that would be put in the internal notes. as to why this action is being taken.

    At the moment one has to edit the invoice, add the reason, save the invoice and then void it. Clunky work-flow!

    24 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. Omit blank address lines on invoices and receipts

    Invoices and receipts - we would like the functionality to omit the blank line that is printed when there is no information in the 2nd address line. We often get requests to mail invoices. The blank line has caused some postal delivery issues.

    5 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. group billing

    Provide a way to group multiple invoices for different members to be selected/grouped/paid by a single individual payment. This IS NOT a capability of membership bundling. I want each membership to remain in a separate record, but I need the ability for a single invoice to accumulate charges for multiple individuals. For example, I have one organization that has 4 individual memberships in our organization for their employees. They want the ability to make a single payment that covers all 4 membership renewals rather than having to log into each record and make 4 individual payments. This also occurs when…

    37 votes
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    9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. Batch voiding/deleting invoices

    There should be a "Void & Delete" invoice button which allows both steps to be done in one hit rather that having to Void the invoice then delete it.

    Would also be a helpful feature if you could void & delete a batch of invoices. Eg invoices 1009 to 1100

    7 votes
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    3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. choose transactions (not dates) to be exported to QuickBooks.

    I would like to see a button that says "export transactions since last time exported" instead of choosing a date(s) to transfer information to QuickBooks. If I transfer membership invoices and payments on a certain date and then someone comes along and renews a short time later I have to export that entire day again. So when I have to export that day again QuickBook assigns the invoice numbers twice and I have to go into QB and delete the 2nd invoice numbers.

    16 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automatically apply credits at payment screen

    User account credits to be easily applied or automatically applied to any purchase they make including event registration. Currently there's no one click way for them to apply their credit to their registration. It should honestly automatically happen.

    23 votes
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    8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. Standard Invoice Items

    I would like to be able to create standard Invoice Items and then be able to report on those items in total -
    so I can get financial revenue totals by item for a period

    3 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. Single Comprehensive Itemized Income Report

    Would like to see a more robust and comprehensive reporting feature for monthly income—something that would be sufficient to deliver to the treasurer so they can post totals to QB. For example, would like to create excel report that displays all of the invoice options and payment status options for a specific period, but in one report (membership, donations, manual invoices, fully paid, partially paid, unpaid. These would need to be itemized. I don't need the graphs, just the subtotals.

    5 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. Mark invoice as already emailed

    There is no way to figure out if invoice is already sent to or not. If there was an easy way to track if the invoice had been emailed, that would be incredibly helpful. Maybe the button just changes to “email again” after it’s been sent once?

    44 votes
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    4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Team Payments responded

    Due to priorities shift we had to put this issue on hold.
    We’ll post any updates as we have them

    Oleg, Product Owner @ Payments crew

  10. Event and Membership Taxes - We need to be able to charge different taxes for events and memberships

    Event and Membership Taxes - We need to be able to charge different taxes for events and memberships. In Canada, membership dues are taxed based on the province of residence. Taxes for event registrations are collected by the province in which the meeting is being held. But, for the province of Québec, the provincial tax is collected only for its residents. Meaning a non-resident of that province is taxed only the federal sales tax and not the provincial. Residents are taxed both taxes, the Federal and the Provincial taxes. This being said, we really need to be able to have…

    37 votes
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    9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. Invoices and payments improvements in member's profile

    On the contact (not in admin mode) “invoices and payments” web page under the contact’s profile there are three column labels: “Date”, “Transaction”, and “Balance Due”.
    Below this is a list of the financial transactions for the contact. When the contact makes donations the donation appears in the Transaction column as expected. However in the “Balance Due” column the amount of the donation appears. This is very confusing, misleading and incorrect. The column title should read “Amount”, not “Balance Due” since sometimes the amount is due and other times it is a donation. It does not appear that I have…

    4 votes
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    5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create a process to write off bad debt

    There presently is no defined way to write off a bad debt. If someone owes money and is no longer a member they can be archived but their bad debt remains in accounts receivable. Our solution to keep A/R in check is to create a tender called Bad Debt and then apply that as a payment. Though that works it falsely inflates payments received reports which treats it like money that came in. Soooo, need something like a system created bad debt tender that by default does not show up financial reports as a payment but as what it really…

    25 votes
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    8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  13. Block/make private financial details from some administrators

    While we give some members administrative rights, it would be good to have the option of blocking financial data from administartors

    3 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. Invoice line-item export

    I'm working on a financial report for my organization, and I'm trying to find the line-item detail for all financial transactions conducted through our site (so I can slice and dice the data to illustrate various aspects). Without this, it's not possible to resolve discrepancies in the data and close out our organization's finances.

    I was able to download a report from "Payments and Refunds", however this only shows totals for each invoice and does not show what line items each person is paying for, so I can't break the data down fully. I also found the "Income" report under…

    19 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Bulk invoice print/email

    Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.

    143 votes
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    86 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. Multi-currency

    We have members in different countries (US, Canada, Europe, and beyond);

    It would be helpful, if the system accepted multiple currencies (at least USD, CAD and Euro).

    37 votes
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    27 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. Integration with QuickBooks Online

    1) Integration with QuickBooks. Need to be able to download monthly in a way that recognizes existing customers and allows me to code transactions in WA according to my QB Chart of Accounts.

    For financial data from Wild Apricot to be useful to Parent Booster USA, I have to be able to download an arbitrary number of transactions, e.g., all transactiuons in a month, for all members, them load those transactions into QuickBooks so that the download adds new transactions to the exisitng customer accounts. Downloads that create new customers each month aren't helpful. Beyond that, I'd like to be…

    144 votes
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    78 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  18. Financial reports in landscape format

    You offer a very attractive format for your financial reports, i.e. income and aged receivable reports specifically. You currently offer to download these reports in either excel or pdf. format but only in a portrait view. To produce a report covering several months requires the download to be printed on several pages.

    It would be very helpful as webmaster to download these pdf. reports in a landscape format so I could share with my board.

    Downloading in excel provides the material in a landscape format but you lose all the attractive formatting that appears on the screen.

    12 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. Chart of Accounts export to QuickBooks

    An additional level of detail beyond “class” or replacing "class" that could associate with the Chart of account codes set up in quickbooks would save time and errors by identifying income categories automatically. I assign a general ledger account code to each invoice/payment to coordinate with the bookkeeper in the notes field that must be read manually. Could a separate field be available that QB would recognize on import.

    19 votes
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    8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  20. Bulk create invoice/send invoice reminders

    Hello,

    I'd like to be able to bulk send invoices to a set of users, Perhaps even do this on a regularly scheduled basis if the member has an outstanding balance. Sending these individually is a huge time sink for me.

    I'd appreciate any guidance on how to do this.

    Thank you

    Dale

    69 votes
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    24 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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