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163 results found

  1. Situations and scenarios for not using financial module

    In our 4.3 release back on Dec 14, 2011 we have changed payment workflow - it now always goes through the following steps:start the transaction (e.g. event registration), fill out appropriate fields, confirmhave the invoice generated and displayed on a special page which lists full history of invoices and payments, highlighting open invoicespay for this invoice right away - or proceed to another transactionBefore 4.3 release, people had no ability to see invoices, only administrators was able to do it.

    New workflow resolves many frequent requests we had, including: People can pay for several invoices with a single paymentThey can…

    6 votes

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    8 comments  ·  Finances  ·  Admin →
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  2. Discount Coupon Codes Reporting

    We are using discount coupon codes both to drive attendance at events and to drive membership. Our marketing model incentivizes the sales reps who call on our target audience to sell our events and memberships. When someone uses that rep's code, they get an incentive payment.

    Currently the only way to track who used a given code is to manually open each code and report on it. This becomes quite burdensome with 40 or 50 sales reps involved.

    We would request an upgrade that consolidates the reporting for these -- either:

    1. A discount coupon report that shows the member name,…

    9 votes

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    6 comments  ·  Finances  ·  Admin →
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  3. need different receipt for membership/event

    It appears that we have 2 customizable receipts:

    Payment receipt

    Donation receipt

    However, we would like to give different wording on receipts for membership versus events. Our memberships are tax deductible, so we need to include our non-profit, tax deductible blurb on that receipt. But it could be confusing for someone who pays for a class, as those payments are not tax deductible. Any chance for help on this?

    11 votes

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    2 comments  ·  Finances  ·  Admin →
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  4. Create and send a pdf of the invoice

    We are getting requests from event attendees for a pdf or a hardcopy of the invoice as organisations won't accept an email as an official invoice

    thanks derek

    147 votes

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    56 comments  ·  Finances  ·  Admin →
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    I'm happy to say that we have started working on providing prebaked PDF of all invoices and include them into our emails.

    Couple of details about how we designed it:

     - it will be a link to download pdf of invoice available throughout the product (including emails sent to contacts)

     - as of now it will be static PDF, but later on we plan on adding capability to edit these PDFs as well

  5. Provide event name on Financial documents

    When using the Financial tab, it is difficult to tell the source of the transaction, other than the general "event registration". For events, it would be extremely helpful if the list displayed the name of the specific event. Now you have to open the transaction to see which event it is for.

    This problem is even more apparent when viewing open balances from canceled registrations ---- WA does not record the source of the cancelation (except within the specific event). And since the invoice is deleted on cancels, there is no record in WA of the actual DATE of the…

    14 votes

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  6. Import of historical financial transactions

    From a client message to tech support:

    ===

    Is there a way to import the financial data that has been accumulated in our current system into Wild Apricot? I am specifically looking at gifts/donations, membership amounts and event ticket purchases over the past 5 years, with dates and dollars. We would prefer not to lose that history if we transfer over to your product. I was able to find the discussion about importing the member records, but I wasn't able to find the topic of importing financial records covered in your help guides. If you could point me in the…

    32 votes

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    18 comments  ·  Finances  ·  Admin →
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  7. Shortcut to send payment receipts from invoice details screen

    After an invoice is paid, if we click on 'E-mail' it still generates an invoice asking for payment. Can this be changed to send a receipt instead?

    6 votes

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    4 comments  ·  Finances  ·  Admin →
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  8. Discount coupons for recurring payments

    I would like to see coupons that place a permanent discount on a recurring payment membership price.

    To be clear, I am not asking for a coupon that will only affect the cost of a recurring payment for a limited time. For example, normal price is $5.00 recurring monthly, but with coupon code the cost will be $4.00 recurring monthly for the duration of the membership.

    Coupon codes are a huge marketing tool and should be available also for a recurring payment only business like ours.

    Thank You

    23 votes

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    18 comments  ·  Finances  ·  Admin →
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  9. More flexibility in specifying tax treatments of items is needed

    On membership invoices, some extra charges are taxable and others not. E.g. dues and initiation fees are taxed while stock fees are not.
    Also some events are taxable and other events are not.
    While I can specify prices to be inclusive of tax and not apply taxes to entire invoices, this make accounting much more difficult.

    2 votes

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  10. Flag Accounts with Open Balance

    Not allow registrations for anyone that has an open balance on their account exceeding a certain dollar amount

    2 votes

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  11. hyperlink in manual invoices

    In generating a manual invoice you can not include a hyperlink to a page in your website to refer the member to for further information.
    Grant Sheehan

    1 vote

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    1 comment  ·  Finances  ·  Admin →
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  12. Reoccuring Invoices for Vendor Sponsorship renewals

    I would like to request an enhancement request for invoicing.

    We are a non-profit information security organization (local chapter of ISSA) and every year I have to manually create an identical invoice for each vendor that sponsors up.

    The enhancement I would like to recommend is:

    1. Reoccuring invoices. This would create a new invoice 12 months after the last one, give me the ability to review it, and send it out to the vendor. And/Or

    2. The ability to clone an existing invoice. This would allow me to take an invoice I sent last year and clone it. It would receive…

    3 votes

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    Team Payments responded

    Interesting idea. Let’s see what other’s say about it.

  13. Separate ID # from Organization Name in QB Export

    I would like to recommend separating the identifier number for each member from organization name in exports to Quick Books. The identifier does not allow for alphabetizing of organizations or ready merging with accounts that exisit in QB.

    1 vote

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  14. Generate a 990 EZ form from your financial data

    The 990 EZ is an IRS form for exemption from income tax. Filling them out is a lot of work. How about an option to generate a 990 EZ draft, filling out some of the fields based on the year's annual revenue, sales, company name, tax ID, donations, etc...just anything to reduce the pain point of this monster document. If you need to have a message box alert that says something like "Its your responsibility to ensure the accuracy and this is only a draft to help you get started with your local accountant".

    5 votes

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  15. have some sort of flag that could be used for invoices, ie a check box or color

    If we could have a color to show the difference between paid invoices, processed invoices ie invoices that we have actioned or transferred to our accounting package. At the moment we transfer Paid invoices from WA to the accounting package and have no idea when looking in WA which ones have been done and which haven't. Another package we used to use had color coding which was very helpful.

    2 votes

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  16. Allow for Including just Invoice Number in Receipt Customization

    It would be great if when customizing the payment receipt template, I could use a macro such as {InvoiceNumber}, which is not available. Caused a real issue for a client who sends tax receipts in Canada, because this is a CRA requirement.

    4 votes

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  17. settle all invoices when recording a single payments

    Offer a "settle All" button.

    When someone pays for multiple items with a check, I have to settle each invoice separately. If they are paying for all events with that check, it would be nice to have a "Settle All" option to settle all items in the pop up box.

    3 votes

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  18. 4 votes

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  19. Round up to nearest whole number for prorated fees

    is there anything in the works for rounding up prorated membership fees? We would really appreciate it, as we have several members paying in cash, and our currence (Swiss Franc) doesn't use "cents" anymore.

    thanks much.

    Int'l Women's Club of Lucerne

    5 votes

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    5 comments  ·  Finances  ·  Admin →
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  20. Option to Remove "(USD)" Next to All Dollar Amounts, etc.

    Greatly respecting our Canadian friends (and owners), nevertheless -

    We are a local club in the U.S. It's unnecessary clutter for us to show (USD) next to every dollar amount.

    Is the currency abbreviation shown for all other currencies? Surely it's unnecessary clutter to show (EUR) when € is displayed, or (GBP) in addition to £.

    Could we please have a checkbox to remove the three letter designation?

    6 votes

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