Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
165 results found
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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 -
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 -
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 -
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 -
$ 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 -
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 discount3 votes -
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:
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
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
Team Payments
responded
Interesting idea. Let’s see what other’s say about it.
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Add user ID as account number
We have hit a road-block with our credit union.
As we were attempting to set up online payment so that members cold pay directly from the Credit Union (vs. using PayPal), our CU informed us that we need an account # on the invoice.
When we are creating the invoice, it shows the user along with their user ID#
However, when the actual invoice is created, the system drops their ID # and only shows their name.
If we could have this ID# printed automatically on the invoice as their Account number, then this would satisfy the requirements to having…3 votes -
disable online payments for manual invoices
I would like the ability to disable the member from paying online when creating manual invoices. We have instances where we prefer to have a check because of the transaction fees. The ability to choose which tender is accepted for an individual invoice would be nice.
3 votes -
Allow to settle a refund from within refund details page
Every time I do a refund, I then need to click "back" to get to a "Settle" button. Why not just show it on an unsettled refund details page? See example image...
3 votes -
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 -
Member Finance Profiles
I am not thrilled with the way invoicing and financial transactions, including multiple payments and refunds, show under a member's record. It can be a little disjointed. It would be better if it was listed more like it would look in an accounting software as a full transaction list. For Example:
10/27/14 - Invoice - Membership Renewal - Silver Level - $200
10/28/14 - Payment - Membership Renewal - Silver Level - $200
10/28/14 - Invoice - Newsletter - Monthly Newsletter - $100
10/29/14 - Refund - Membership Renewal - Silver Level - $50
10/30/14 - Payment - Newsletter -…3 votes -
Configurable retries for payment failures
When a recurring payment fails, Stripe retries every 6 hours, and then gives up after the 4th attempt. That is, within 24 hours, the subscription fails and is cancelled. Most often, payment fails because of insufficient funds on their credit card. If someone transfers more funds to their credit card, it can take 3 business days for the funds to clear - so it's crazy to retry so soon. They need to be at least a few days apart to allow people time to actually rectify the problem that caused it to fail. Please either let us configure when the…
2 votes -
HST Charges
HST must be charged on basis of where the product or service is provided. If we hold an event in Ontario then this needs to have 13% HST applied but the current system appears to use different locations (and rules) maybe based on address of customer, address of registered credit card??
The system does not comply with CRA guidelines at this point and needs to be fixed2 votes -
Apply payments or credits across membership bundles
Allow application of a credit from one bundle member's account to another member of the bundle's invoice. We often have one partner with a credit position, then they both register for an event and want to use the credit in one account to pay for both.
2 votes -
Payment Instructions in HTML
Payment instructions (https://gethelp.wildapricot.com/en/articles/524-payment-settings#instructions) currently support only text, but they are commonly embedded in places (such as invoices or e-mails) that support HTML. Our members find the limitation to text extremely inconvenient, as they would like to see the QR code (a PNG graphic) used for e-banking in Switzerland (and elsewhere) instead of having to enter our account details in their e-banking applications.
We would also like to provide a link to a downloadable payment slip (also used to expedite e-banking) and, in the case of events, to our no-show policy, which explains their financial obligations in case of…2 votes -
HST on Receipts
I have just processed our first payment and the receipt came through with the total amount of the invoice HOWEVER the HST was not reported separately. As we are a municipal association it is important from our members standpoint and their employers that HST be identified separately. No different than you charging HST on fees and having to report it separately
2 votes -
change {InvoiceDetails}
We would like to be able to edit the macro {InvoiceDetails} as this would allow us to indicate information that we would like to appear on the Authorized.com payment receipt, which is the payment method we use to process memberships and events.
2 votes -
Add PayPal as payment option with Affinipay
Several members prefer using PayPal as their payment method. It would be nice to be able to use PayPal with Affinipay.
2 votes -
Account Statement Date Range
When creating an account statement for a specific contact, it would be helpful to be able to set parameters for the account statement. For example, being able to see the account statement for just the last year.
2 votes
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