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  1. Redeeming a discount, adds member to a group

    RE: Groups:) It would be great if this feature was available.
    When members redeem a specific DISCOUNT, they are automatically added to a specific GROUP which can be assigned by and ADMIN at creation of the discount

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. Upload check image

    when marking an invoice as paid via check, there should be an option to upload an image of the check.

    6 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. Print watermarks on invoices

    Some organizations create hard copies of invoices for accounting. It would be beneficial when printing invoices to print out the Paid or a VOID watermark on an invoice.

    5 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. Field for check number

    We really need a field to record a check number when processing payments.

    8 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. Full-stack finance management in Wild Apricot

    Add a managing finances overall the organization...

    I mean not only membership and event payments but overheads and all clerical /admin chores... because all of that still lives in Excel :(

    Planned growth for coming years, etc...

    25 votes
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    16 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. Need transaction description to go to PayPal

    Want more information to be passed to PayPal from Wild Apricot (e.g. what payment is for - membership, event payment) and which program a donation is being directed to (e.g. 1st fundraising campaign, 2nd fundraising campaign).

    68 votes
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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. Consolidated Invoice to Non-Member/Contact

    We have bundles but the person who pays is invariably not a member (nor should they be). We have no way to send a bundle invoice to a non-member for payment. This is causing a LOT of issues.

    In addition, we often need to manually create an invoice to set up an invoice outside of WA to allow an organization to pay for memberships and open event invoices for a single payment.

    This is an extremely painful and manual process. Sometimes, we can find a way to do this (please see attached example), but most of the time, we can't.

    8 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. Export Finance Audit Log to Excel

    Currently there is no way to export the Audit log. We need the fianancial transaction IDs recorded by payment gateways so that they can be reconciled on the payment gateway.

    Here's a list of the Stripe details that should be exported

    ChargeId ch_1AQhPvBERWAb08kz1AUdKPxQ

    BalanceTransactionId txn_1AQhPvBERWAb08kzXH3Ol0qY

    Currency cad

    Description Invoice #31070707.646846: Donation

    ReceiptEmail **************************

    Amount 1000

    AmountRefunded 0

    Captured True

    LiveMode False

    Paid True

    Refunded False

    StripeCard.Last4 4242

    6 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. 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…

    38 votes
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    9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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.

    17 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    24 votes
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    8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Mark multiple invoices as paid at one time/Batch payment recording

    It would be helpful to have a check box for all invoices so that multiple could be selected and marked as paid without having to open each individual invoice.

    17 votes
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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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

    4 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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?

    45 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

  19. 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 →
  20. 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 →
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