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  1. Invoice improvements

    I'd like to see two changes to the invoice form:

    1. allow changes to the item. the best way to do this would be to allow a pull-down so that the membership level (or whatever) can be changed. People do make those changes and this allows the change to be made easily and to have it connected to the financial transactions. Without this option, my experience has been that it's a convoluted process to change their membership level.

    2. insert a quantity. Sometimes people want to renew for more than one year, and the invoice does not allow this.

    How…

    4 votes
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      Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • Provide event name on Financial Reports of transactions

      When using the Financial tab, it is difficult to tell the source of the transaction, other than the general "event registration". For events, it would be extremely helpful if the list displayed the name of the specific event. Now you have to open the transaction to see which event it is for.

      This problem is even more apparent when viewing open balances from canceled registrations ---- WA does not record the source of the cancelation (except within the specific event). And since the invoice is deleted on cancels, there is no record in WA of the actual DATE of the…

      4 votes
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        Collecting comments  ·  0 comments  ·  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 →
        • 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.

          4 votes
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            5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • 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

            4 votes
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              Collecting comments  ·  1 comment  ·  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 →
              • Remain within current contact financials upon deleting an invoice or payment. Is this a bug?

                Is this a bug?

                For various reasons, there are times which arise when an invoice or payment needs to be deleted. It frustrates us that each time we delete an invoice or payment within a particular contact's financial transactions, we are consistently redirected out to the global financial page for invoices or payments, respectively.

                If we are editing financials at the contact level, we should be returned to that contact's financials alone. More often than not, there are still other tasks to perform within the contact. It takes a lot of unnecessary extra steps to get back to where we…

                3 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 →
                  • Generate a 990 EZ form from your financial data

                    The 990 EZ is an IRS form for exemption from income tax. Filling them out is a lot of work. How about an option to generate a 990 EZ draft, filling out some of the fields based on the year's annual revenue, sales, company name, tax ID, donations, etc...just anything to reduce the pain point of this monster document. If you need to have a message box alert that says something like "Its your responsibility to ensure the accuracy and this is only a draft to help you get started with your local accountant".

                    3 votes
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                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Provide more info as to source of Available Balance (credit) in profile

                      Overall the new capability for users to self-service their billing is great.

                      However I do think many users will be confused by the lack of information about credits they may have on their account. Right now the only thing is says is "Payment" with the amount/date.

                      We put internal notes when credits are generated so that we know the source (i.e. name of event if a cancelation credit, or raffle prize credit if it was a gift for example) and can be sure the credit is valid and not an Event Manager error.

                      I don't think our members intuitively think…

                      3 votes
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                        Collecting comments  ·  3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Payment due date for manual invoices

                        I would really like to be able to add a "payment due" date in a specific field when raising a manual invoice.

                        When creating an invoice, this would appear as a date field to complete. It could then be inserted into the invoice template using a macro. For convenience it could deafult to invoice date +30 days (for example). Although some companies might have standard payment terms (eg pay within 30 days of invoice date), we need to be able to give a specific due date for every invoice issued.

                        However, it would perhaps be most useful for reporting. When…

                        3 votes
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                          Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

                          3 votes
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                            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Financial Report at Particular date instead of as of Today

                            Financial data (e.g. Receivables) need to be able to be backdated e.g. quarterly, half yearly etc. rather than perpertual updated at the date of producing Financial Reports.

                            This is useful for reporting purposes, especially if you are being audited.

                            Thanks

                            3 votes
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                              Collecting comments  ·  0 comments  ·  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 →
                              • Invoices and payments improvements in member's profile

                                On the contact (not in admin mode) “invoices and payments” web page under the contact’s profile there are three column labels: “Date”, “Transaction”, and “Balance Due”.
                                Below this is a list of the financial transactions for the contact. When the contact makes donations the donation appears in the Transaction column as expected. However in the “Balance Due” column the amount of the donation appears. This is very confusing, misleading and incorrect. The column title should read “Amount”, not “Balance Due” since sometimes the amount is due and other times it is a donation. It does not appear that I have…

                                3 votes
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                                  Collecting comments  ·  4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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
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                                    Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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 -…

                                    2 votes
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                                      Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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…

                                      2 votes
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                                        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Show registrant name in the admin view of an invoice

                                        At the moment (June 2013), in "Invoice" view, only the name of the person who did the registration is displayed. It would be hugely helpful if the person who was registered also displayed on the invoice. It is awkward having the flip back and forth between the registration record and the invoice to view full information on the transcation.

                                        2 votes
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                                          Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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

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