Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
165 results found
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Include available credits and net balance due in invoices
The macro {AmountOwing} for invoices appears to be a misnomer. The macro does not respect any general credits available on the account, so it is only the amount owing to the specific invoice. In commercial billing it is standard practice for invoices to inform customers of any remaining credits on their account and the net balance due. Please support including available credits and net balance due in invoices.
P.S. It appears that the net balance due is available in the macro {ContactBalanceAmount}. However, including this on an invoice without reference to the credits which cause it to differ…4 votes -
Invoices should have option for automatically added prefix
We end up merging several sources of information into quickbooks. When our payments come in, they are obvioulsy marked with WA-xxxxxxxx, so easy to identify, and no conflicts.
Invoices just come in as 00014, and could conflict with other input numbering schemes.
Would be nice if invoices could be exported as WA-000144 votes -
See current payment status of members
See current payment status of members
4 votes -
Be able to create PDF for Payment receipt
Provide option to send payment receipts as PDF file attachements
4 votes -
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 -
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 -
4 votes
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When paying invoice in full, copy internal notes to payment record
Our membership coordinator enters many renewals manually. She selects the renew button enters an internal note on the invoice, selects the tender and clicks on "Payment Made In Full". When trying to reconcile the payments she wants to export the payments & refunds record and see those notes. We would like to see the invoice internal notes transferred to the payment internal notes if the "Payment Made in Full" button is activated for manual renewals, otherwise it takes extra steps to put the notes in the payment internal notes field.
4 votes -
Multiple events on one invoice
We have an annual conference in which individuals register for. Also, this conference has multiple workshops over a 5-day period that individuals can register for. When registrations are completed, multiple invoices are made for the event and workshops. When the invoices need to be submitted to the agency's accounts payable it would be helpful if the event and workshops could be listed on one invoice for that individual instead of multiple different invoices. Sometime agencies will miss an invoice to pay and have to resubmit. If it was all on one invoice with the event and workshops listed, it would…
3 votes -
Financial Report Filters
Provide "Last Month" filter for Income, Payment, Taxes, Donations, and Aging Receivables financial reports exactly like you have for the Financial History Report. This will facilitate our end of month reporting and transfer to external accounting systems.
3 votes -
Fix the accounting period linked to billing date
Fix the accounting period for billing.
Currently the system forces invoices to be produced days or weeks in advance of renewal dates to avoid issues with account status. For example for annual renewal due on January 1 and delinquent on January 31, the invoices should be generated and sent at least 30 days in advance. But the invoice date then is in December or November of the previous year, and the accounting will reflect the income in the wrong year!
There are several ways to fix that, but please do. One way for example is to add an invoice due…3 votes -
Edit macro "Invoice details"
I wish you could edit the "invoice details" macro to add start date and end date of membership. Also add payment term to 30 or 90 days.
3 votes -
Link manual invoice to business operation
Need to be able to link a manual invoice to an Event so it will be included in the Income Report
3 votes -
Don't break connection between payments and original operations they were received for
I want to be able to track the financials for an event - included who paid what and who was refunded. With v5.9, invoices are not deleted (hurray!) but are voided and payments are unsettled. This 'breaks the link' between the payment and the event. I'd like to have an audit trail of all financial transactions related to an event, even for cancellations.
Background - the specific use case is events that have cancelation fees associated with them. When someone cancels we still need to charge them. Canceling them from the event voids the invoice and unsettles the payments. I…
3 votes -
Saving Invoice Line Item
There should be a way to save invoice line items and create a drop-down list so some manner of consistency exists. makes no sense that there is no drop-down if predefined items.. I have never seen accounting that does not have the option to select or create a list of invoice line items!
3 votes -
Future revenue report
Would be great to run a report that aligns to a yearly budget - what membership dues are expected in the future. Right now, there are reports for when revenue has come in, but would be great if those reports could also extend out to EXPECTED revenue, for budgeting purposes. Thanks!
3 votes -
Ability that allows finances filtered by group participation.
there is no feature at the moment that allows finances filtered by group participation.
3 votes -
Make Reports Useful
Exporting Income reports splits items into two pages, making it useless when printed.
3 votes -
Invoice Numbering
Allow client to apply beginning invoice # for each event and membership enrollment period. We have multiple events (including annual Membership enrollment) which overlap each other. Some have same ticket price. This numbering system would allow us to identify payments to specific event.
3 votes -
Store Invoices to be Accessible by Store Manager
The new Online Store Manager is a very useful feature. It would be even better if the online store manage were able to receipt invoices issued for store purchases. The only way around this is to make the Store Manager a Donations Manager also.
3 votes
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