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163 results found

  1. See current payment status of members

    See current payment status of members

    4 votes

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    1 comment  ·  Finances  ·  Admin →
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  2. Additional filters needed for Financial income reports

    We need to be able to run the income report (to show all invoices issued in the period) and be able to filter by the payment tender to show the portion of an invoice paid by wild apricot payments, the portion paid with a credit on the account, or other tenders and the portion that remains unpaid at the end of any given period. Currently, the income export will show all invoices and the amount paid/unpaid but it doesn't break down the amount of each payment tender. We have a hard time posting our income data to quickbooks because our…

    3 votes

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    2 comments  ·  Finances  ·  Admin →
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  3. Pay Now button through Wild Apricot/AffiniPay

    As of right now, there is no way for me to send a link for a member to pay through AffiniPay that is linked to Wild Apricot. For example, if I send a member a link to pay their membership fees through AffiniPay and they do, I still have to record that payment in Wild Apricot. If WA developed a link from their website to pay for a membership and recorded it when it was paid, it would just save me some steps.

    3 votes

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    0 comments  ·  Finances  ·  Admin →
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  4. post dated cheques

    Ability to record post dated cheques as currently I can't show them as payments given the money isn't yet deposited, and if they aren't shown as a future payment, the profile to the user looks like they have not yet paid. From a membership perspective it also shows the same as if no payment was made. An indicator for post-dated cheques would be helpful.

    1 vote

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    1 comment  ·  Finances  ·  Admin →
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  5. Data fields for accounting for each product in WA

    provide the ability to add data fields for accounting (eg, account, class, accounting description) to each product, event or other record generating revenue.

    3 votes

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    0 comments  ·  Finances  ·  Admin →
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  6. Statement Billing

    We would like to have the option of having a membership level receive a renewal statement that includes all open invoices, instead of just a line-item invoice for dues renewal.

    5 votes

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    1 comment  ·  Finances  ·  Admin →
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  7. Schedule emailing of invoices

    I wish I could schedule the emailing of an invoice. Right now, if I go into an invoice and click to email it, I have to send it immediately.

    5 votes

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  8. External Edit of Document Templates

    It would be nice if I could create/edit forms (Invoice, Receipt, etc.) in MS Word or some other external tool and import the forms into WildApricot.

    2 votes

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    1 comment  ·  Finances  ·  Admin →
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  9. Invoices that all group members can see and pay

    it would be helpful for our larger group memberships to all have access to invoices. not just the individual members. That way anyone with a company card could pay the invoice.

    2 votes

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  10. Be able to create PDF for Payment receipt

    Provide option to send payment receipts as PDF file attachements

    4 votes

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  11. Add Attachments to Payment records

    Could you add a function to be able to upload or attach a file to the payment records? This way, we could attach a copy of the deposit slip to the payment for future reference.

    3 votes

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  12. Better admin invoice settlement ergonomics needed

    Express invoice settlement in admin financial transactions. The current admin finance forms to record the payment then settle the unsettled invoices one at a time until the funds are used up is somewhat slow. It would be preferable to have a check box model like that in profile/finances payment screen.

    The user story is that an organization is transitioning from offline payment to online payment and needs to be able to efficiently support both processes (we're 1000 members creating 8000 or so registration invoices to settle per quarter).

    7 votes

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    1 comment  ·  Finances  ·  Admin →
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  13. $ totals on reports

    Under Payments and refunds report it should give $totals. For example if I am using it to sum up the cheque deposits for that day I can record cheque payments but have to export to excel to get a sum of those cheque payments for the day.

    3 votes

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  14. fee payment frequency

    allow fee payment frequency to also occur weekly bi-weekly as well as the current monthly. This suits our customers who have members who have a cash receipt cycle relevant to those periods

    2 votes

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  15. Automate resend invoices/send invoice reminders

    It would be very helpful to have a way to automate re-sending open invoices via email after specified intervals (30 days, 45 days, etc.)

    23 votes

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    1 comment  ·  Finances  ·  Admin →
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  16. Let Admins "un-void" an invoice

    We ABSOLUTELY need to be able to resurrect/"un-void" invoices that have been expired. It is possible that a member mails a check and it arrives after due date, but I will honor the post mark if it is before the deadline. I want to be able to "un-void" an invoice, and not need to generate a new one.

    12 votes

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    2 comments  ·  Finances  ·  Admin →
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  17. Email Auto Reminders for Other Open Invoices

    Would like options to set auto emails for open invoices other than just membership invoices. ie: events and manual invoices created when open for 30/60/90 days etc. the system should auto email the invoices again. It is too cumbersome to expect users to manually send each one.

    7 votes

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    1 comment  ·  Finances  ·  Admin →
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  18. 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

    3 votes

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  19. Assign income codes to financial transactions

    It would be helpful if Wild Apricot offered the option to automatically assign a certain transaction type with an income code.

    We currently add the income revenue buckets that we use to the transactions on a monthly basis, and this would save us a lot of work!

    It would be helpful if, for example, we could assign all revenue from membership dues for both new and renewing members to "4100 - Membership Income"; all revenue from monthly programs to "4200 - Program Income", and so forth.

    8 votes

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    2 comments  ·  Finances  ·  Admin →
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  20. Upload check image

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

    7 votes

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