Wishlist
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165 results found
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multiple renewals on one invoice
It would be very helpful for our organization if it were possible to add multiple membership renewals or event registrations onto a single invoice, rather than all separate / individual ones. I know you already have a 'bundle' membership option, but that solution isn't a perfect fit for the way we do accounting on our side, unfortunately.
7 votes -
overpayment
Event registrants need to be able to apply overpayments on an account (such as created when they cancel an event registration after payment) to a new registration. Currently, they can see the overpayment until they register for a new event, at which time the small on-screen overpayment notice disappears. Ideally, they should be prompted "Would you like to apply your account credit balance (overpayment) to this invoice?" and be able to pay any remaining invoice balance via the online payment method.
7 votes -
create duplicate invoices
We quietly offer some of our members the ability to pay their annual fees in several periodic payments. After creating and saving the first such invoice, I want a "duplicate invoice" option, so that I can easily create identical copies of the invoice and simply change the invoice date.
7 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 period7 votes -
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.
7 votes -
Income Forecast Report
I just started using Wild Apricot and was looking for an Income Forecast report that will look at upcoming renewals and will report on this.
This will allow for better budgeting.
Maybe even a yearly graph so we can see which months we will not see much income from renewals.
This would allow us to focus our efforts on this month to help smooth out cashflow over the entire year.I hope this makes it into the next release as it seems like a simple report, all the information is already in the system.
Thanks
David
7 votes -
Web version of invoices to be generated from the invoice template.
- Use the invoice template to generate the 'web version' of invoices.
- Include a download option.
- Email invoices generated with the invoice template to event registrants.
Explanation:
Currently, registrants cannot access, download or print compliant invoices for paid events.
The 'web version' of invoices does not use the invoice template.
In Australia, invoices must be properly formatted to be GST compliant. The invoice template allows a compliant invoice to be created. The 'web version' of the invoice does not use the template, is not compliant and can't be printed or downloaded. Members cannot access compliant invoices, the only option available is…6 votes -
Cash-based income report
When running an Income Report, it would be much more useful to have the payments posted in the month of payment as opposed to the month of the invoice. Accrual accounting isn't all that useful for a non-profit on an ongoing basis. It also makes reconciling bank account records impossible. Alternatively, if the level of detail (summary breakdown of payment allocation, i.e. membership, events, store orders) was available on the Payments Report, that would alternatively work.
6 votes -
Tax macro for invoice & receipt templates
It would be great to add a tax macro for the invoice and receipt template. Currently, the total is inclusive of taxes and since there is the possibility of a number of different tax rates, it would be great for customers and association to have the amount pre-tax, tax amount and if possible an indication of which tax rate, and then a total balance.
6 votes -
Event cancels/customer credits
We run a ski club. Sometimes we have to cancel an event due to adverse weather. Everyone has already paid. A batch cancel/refund would be hugely helpful.
In addition, I don't like the "settle" feature. If someone cancels from a trip, I'd like that payment to be able to be at least "settled" ahead of time, so that when they go on the next trip, it is obvious they have a balance so that when they pay by credit card (we are trying to keep all payments online), they will just see the credit automatically applied and pay the difference.…
6 votes -
Allow a manual invoice to be flagged as a membership invoice.
When a member has come out of sequence on billing, requires a billing adjustment, or when a member attempts to pay many sessions in advance, it is often necessary to manually adjust that member's membership term and to issue a manual invoice to reflect that adjustment. Unfortunately manual invoices for membership do not show up in the Income Report as membership related income.
This proposal is to allow an administrator to flag an invoice as membership related so that it will properly show up as membership income for the Income Report.
6 votes -
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
6 votes -
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 -
Numbers payments receipts
Good day,
Is there a way for manual payments (offline) to have the consecutive number added to the email receipts?
This is the only thing holding up our organization from using wild apricot 100% for all our billing.
Our finance people require this or they can't accept it.. Invoicing does it already, it should be too hard to make it happen with payments.
Thanks
Nick
6 votes
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