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  1. Post date option on invoicing macro.

    Ability to create invoices using macro function. For example create and email invoices on May 15, but have invoices dated June 1st for purposes of importing into QB.

    1 vote
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      1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • 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.

      4 votes
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        2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • Add purchase order numbers to invoices

        Hello,
        We are seeing more of our members introduce a procurement process which involves the use of purchase order numbers that need to be referenced on our invoices to facilitate payment. Is this something that Wild Apricot is aware of and do you have any plans to update the platform to enable purchase orders to be added to invoices once they have been received?
        Within that many of these systems require invoices to be emailed to an "accountspayable" email address as an attachment. At the moment the only way we can send an invoice as an attachment is to copy…

        3 votes
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          2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • choose transactions (not dates) to be exported to QuickBooks.

          I would like to see a button that says "export transactions since last time exported" instead of choosing a date(s) to transfer information to QuickBooks. If I transfer membership invoices and payments on a certain date and then someone comes along and renews a short time later I have to export that entire day again. So when I have to export that day again QuickBook assigns the invoice numbers twice and I have to go into QB and delete the 2nd invoice numbers.

          8 votes
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            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Credit and Settle

            It is SO difficult to SETTLE a payment/refund to apply to another invoice. It is SO hard to find that! Why can't it be an option when you as a form of Payment, right from the invoice window, when there is a credit on the account. "Use credit"?! Instead I search endlessly to find where this available funds went!

            1 vote
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              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • 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 period

              2 votes
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                2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • group billing

                Provide a way to group multiple invoices for different members to be selected/grouped/paid by a single individual payment. This IS NOT a capability of membership bundling. I want each membership to remain in a separate record, but I need the ability for a single invoice to accumulate charges for multiple individuals. For example, I have one organization that has 4 individual memberships in our organization for their employees. They want the ability to make a single payment that covers all 4 membership renewals rather than having to log into each record and make 4 individual payments. This also occurs when…

                17 votes
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                  Collecting comments  ·  8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Add Mailing Address to Invoice

                  Add mailing address fields to invoices, so that they can be exported and printed for members who do not provide email addresses.

                  10 votes
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                    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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...

                    1 vote
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                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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.

                      4 votes
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                        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Bulk Creation of Manual Invoices

                        We need the ability to create manual invoices in bulk, based on search results for groups of members.

                        One example for this feature would be the ability to generate late fees, penalties, or surcharges. We can identify a group of members who owe a late fee at a certain time, so once they are identified with a search we would like to have the ability to generate a special invoice for them as an option, such as EXPORT or ARCHIVE.

                        With this option we would have the ability to react to numerous situations which arise that currently call for the…

                        13 votes
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                          1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Comments Section for Deleted Invoices

                          Add a comments section for the audit log when an invoice is deleted

                          2 votes
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                            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Mark multiple invoices as paid at one time/Batch payment recording

                            It would be helpful to have a check box for all invoices so that multiple could be selected and marked as paid without having to open each individual invoice.

                            14 votes
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                              13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add more financial reports: balance sheet, income statement

                              It is time to expand the Finance module to produce a basic balance sheet and income statement. Not looking for anything elaborate like Quickbooks, just something simple that gives the bank and PayPal balances. Suggesting cash accounting, not accrual accounting.

                              5 votes
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                                1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Manual invoices with different product and services

                                would be useful to have different product or services to add to invoicing. Member may use other services (not necessary events) and Club should have the opportunity to invoice it with option for payment conditions. (transfer, direct debt, card or paypal, for example)

                                3 votes
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                                  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Invoices by Mail

                                  ability to send membership invoices simply via snailmail without the need to jury rig it

                                  17 votes
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                                    5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Automatically apply credits at payment screen

                                    User account credits to be easily applied or automatically applied to any purchase they make including event registration. Currently there's no one click way for them to apply their credit to their registration. It should honestly automatically happen.

                                    7 votes
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                                      1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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.

                                      1 vote
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                                        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Recording multiple payments

                                        When recording multiple payments, have the ability to get back to the list with one key stroke. I go back to Dashboard, then back to finances to record the next payment. There has to be an easier way.

                                        2 votes
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                                          1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Download only paid invoices into Quickbooks for Cash based accounting

                                          I would like to download only those payments that I have received for invoices into quickbooks instead of all invoices which unpaid invoices are treated as A/R. I have some members who may decide not to renew so they don't pay the invoice, so I have to go back to my QB to void the invoice--extra work I don't always remember to do! Downloading only those paid invoices gives me only cash basis accounting instead of accrual.

                                          3 votes
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                                            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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