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163 results found

  1. 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.

    10 votes

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    1 comment  ·  Finances  ·  Admin →
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  2. Simplify sending out invoices

    When I send out an invoice it actually gets sent rather than the page not loading and me having to retype out my email and send it.

    2 votes

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    0 comments  ·  Finances  ·  Admin →
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  3. Field for check number

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

    13 votes

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    4 comments  ·  Finances  ·  Admin →
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  4. Income breakdown members / non-members p.a.

    Is there a way to extract income from members and non-members from all events p.a.? I can only see how to do this per event, not all. I would like to see how much income we received from our members and from non-members to include this figure in our Annual Report.

    2 votes

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  5. Aging receivables report improvements

    It would be helpful to have the invoice number show up on the Aging Receivables Report. It could be a separate column by the contacts name and organization. That would eliminate the need to click on the contact's name to find the open invoice in their account.

    19 votes

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    4 comments  ·  Finances  ·  Admin →
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  6. 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

    17 votes

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    1 comment  ·  Finances  ·  Admin →
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  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.

    10 votes

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    0 comments  ·  Finances  ·  Admin →
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  8. 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).

    73 votes

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    13 comments  ·  Finances  ·  Admin →
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  9. 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...

    27 votes

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    16 comments  ·  Finances  ·  Admin →
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  10. Sage Accounting

    Can you have WA sync with Sage Accounting?

    8 votes

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    0 comments  ·  Finances  ·  Admin →
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  11. 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

    25 votes

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    3 comments  ·  Finances  ·  Admin →
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  12. 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!

    32 votes

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    1 comment  ·  Finances  ·  Admin →
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  13. 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…

    55 votes

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    17 comments  ·  Finances  ·  Admin →
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  14. 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.

    7 votes

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  15. 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.

    24 votes

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  16. Online Payment pulls ALL invoice amounts

    Online payment issue: My my members are finding that their whole balance shows in Pay Pal (all events etc- EVEN THOUGH they have seleced INVOICE ME on some of these these) when trying to purchase one small item (in this case a $30 shirt). This has not happened in past years. Yes, I've just found out that they can log in and uncheck invoices but HOW would they know that and WHY should they have to??? They already selected INVOICE ME. If there is a way we can reset payments please fill me in. We pay a fee to use…

    4 votes

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  17. Add purchase order numbers to invoices

    Hello,
    We are seeing more of our members introduce a procurement process which involves the use of purchase order numbers that need to be referenced on our invoices to facilitate payment. Is this something that Wild Apricot is aware of and do you have any plans to update the platform to enable purchase orders to be added to invoices once they have been received?

    Within that many of these systems require invoices to be emailed to an "accountspayable" email address as an attachment. At the moment the only way we can send an invoice as an attachment is to copy…

    13 votes

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    3 comments  ·  Finances  ·  Admin →
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  18. Split membership fees between chapter and parent organization

    Our membership fees are split between our chapter and parent organization. I would like a feature to be able to reflect that.

    7 votes

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    6 comments  ·  Finances  ·  Admin →
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  19. 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.

    49 votes

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    17 comments  ·  Finances  ·  Admin →
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  20. Transfer GST

    Have GST transfer to QuickBooks and more information transferred from the Online Payments to Monersis (POS) reports so we can cross reference transactions when doing the bank reconciliations.

    7 votes

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    4 comments  ·  Finances  ·  Admin →
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