Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
165 results found
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direct member cc billing capabilities needed
I am the administrator of 218947 and have a few products in the "store." I have to do a work around to put in and bill a member's credit card. It is odd that, as an administrator, I can not directly bill a member for a product or service without having to input the order under my name, edit the invoice and then input his/her cc number. Please make it so an admin can input a cc charge directly from the admin side of the store. Ed Padin
2 votes -
Non profit sales
We sell a handbook that is of primary, although not exclusive, interest to non-profits. I would like a way for non profits to easily opt out of paying sales tax on this item. Right now my options are to either turn sales tax on or off. . . black or white. I need gray, ie the option to pay it, or opt out of it.
2 votes -
ease of adding manual invoices
Please make it easier to add an invoice to a new member. Currently, there are too many screens to go through before a manual invoice can be added. On the contacts page, next to their name on a search would be ideal.
2 votes -
Invoices that all group members can see and pay
it would be helpful for our larger group memberships to all have access to invoices. not just the individual members. That way anyone with a company card could pay the invoice.
2 votes -
External Edit of Document Templates
It would be nice if I could create/edit forms (Invoice, Receipt, etc.) in MS Word or some other external tool and import the forms into WildApricot.
2 votes -
fee payment frequency
allow fee payment frequency to also occur weekly bi-weekly as well as the current monthly. This suits our customers who have members who have a cash receipt cycle relevant to those periods
2 votes -
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 -
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 -
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 -
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 -
Financial Reset to Zero Option
Our payments for invoices and event fees are paid by either cheque in the mail, cash at the events, or sometimes by Visa on line.
As our organization is volunteer, the recording of all payments is kept in an excel file, as it has been to laboursome for our volunteer administrators to spend the time to update all that info into the Wildapricot system.
Ya.. I know.... But we are trying to get better at that.
Our memberships go from Feb to Feb with a reset on annual membership.
Because of this, it does not matter to us what happened…
2 votes -
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 -
Bulk clearing of invoices
An event with 150 attendees might, in our case, result in 50 payments in advance by credit card and 100 payments on event day by check or cash. Marking an invoice paid requires three screens, three clicks, so that means 300 screens to clear all the invoices from a single event (we have at least one event per month).
You give us an export function to export invoices; what would be handy is a similar import function so we could edit the XLS file and then import it back to clear the invoices.1 vote -
Share Account Billing Receipt upon payment
Please automatically and immediately share account billing receipts upon submission of account payments. Right now, we have to reach out to customer support to request a receipt. I'm based in the USA and this is the only company I know of that does not immediately share a payment receipt once they receive payment.
1 vote -
Remove the "Extras" word from the invoice form and the receipt form
Sometimes members asked me why they are charged "Extras" as indicated from the invoice form and the receipt form. After I explained, they realized it was correct but told me when they see the "Extras" word, they were thrown off with “Extras”. Extras is for Affiliate Chapter Charge under Membership fields. It would be nice if I can remove the “Extras” word and be able to revise these forms. I am told I can’t. I would hope you would consider.
Also, it would be very nice if we can save our own different invoice templates.
We would appreciate your consideration.
…
1 vote -
Prompt Admin When Invoice Already Exists and Membership Level Changes
We had a member with a membership level of Individual Membership who requested to change her membership level to Tiered Members for 3 Members. We changed her membership level. Then added the other two members to that bundle. When we did that, the big yellow pending renewal box with the invoice link disappeared from the the two members added to the bundle. Although the membership tab still showed open invoices for those two members, it wasn't nearly as obvious to the admin user. It would nice if the admin user was notified that "current invoice exists, do you want to…
1 vote -
autofill member information when processing credit card in Administrator Mode
Auto fill the address, city, state, zip and phone number when processing a members credit card in admin mode.
1 vote -
decimal seperator
The decimal seperator for all prices is marked by ",". Therefore, when sending out an invoice of 25000, the value on the invoice reads "25,000".
We are a danish organization, and in Denmark, the decimal seperator is "." and therefore when we send and invoice of 25,000 DKK it actually states that the owed amount is only 25 DKK.
Is it possible to have an option where the decimal seperator will be a decimal point instead of a decimal comma?
Looking forward to hearing from you
Best regards
Jeppe Zeeberg1 vote -
I was very impressed by Wild Apricot but I was looking for a comprehensive platform also offering some basic financial management
I need a software importing also past transaction related to donors by their unique ID, register contacts without emails, assigned resources to projects and subprojects, manage different bank accounts. In any case your personnel has been very clear and quickly responsive.
1 vote -
'filter all' the transactions, for a specific contact.
I would like to be able to export to quickbooks all transactions for a specific contact
1 vote
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