Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
162 results found
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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 -
Allow Text Formatting (Text Centering) for Invoice Template
Allow text formatting for invoice template Personal Message in particular so it aligns to left margin (left justified) and does not auto center (center justified) in invoice email output.
31 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 -
'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 -
Print Multiple member receipts at 1 time
REEAAAALLY wish we could print all receipts based a search criteria.. I'm having to currently print 1800 receipts 1 account at a time.. =(
8 votes -
overpayment
Event registrants need to be able to apply overpayments on an account (such as created when they cancel an event registration after payment) to a new registration. Currently, they can see the overpayment until they register for a new event, at which time the small on-screen overpayment notice disappears. Ideally, they should be prompted "Would you like to apply your account credit balance (overpayment) to this invoice?" and be able to pay any remaining invoice balance via the online payment method.
7 votes -
A summary breakdown of charges showing a line item for each calc field choice along with total of payment due
Our organization has at least six calculation fields for each member level. Our member forms are long and complicated with calculation fields spread throughout. It would be very helpful if a breakdown is presented to the applicant/member that shows each item and the cost of the item they selected along with the total before payment is made. Without a summary that shows each charge, it’s difficult for the applicant/member to review the charges, spot a mistake or change their mind about their selections. Many members select an item or the wrong item without realizing it until after they have submitted…
9 votes -
Event cancels/customer credits
We run a ski club. Sometimes we have to cancel an event due to adverse weather. Everyone has already paid. A batch cancel/refund would be hugely helpful.
In addition, I don't like the "settle" feature. If someone cancels from a trip, I'd like that payment to be able to be at least "settled" ahead of time, so that when they go on the next trip, it is obvious they have a balance so that when they pay by credit card (we are trying to keep all payments online), they will just see the credit automatically applied and pay the difference.…
6 votes -
Make Reports Useful
Exporting Income reports splits items into two pages, making it useless when printed.
3 votes -
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 -
Event Invoice Zero Amount
Invoices for events should be able to have a zero balance if they are being updated by site administrator
36 votes -
QUANTITY Field For Invoices
Hi,
It would be great to have a QUANTITY field in the Invoice.
8 votes -
create duplicate invoices
We quietly offer some of our members the ability to pay their annual fees in several periodic payments. After creating and saving the first such invoice, I want a "duplicate invoice" option, so that I can easily create identical copies of the invoice and simply change the invoice date.
7 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 -
organize a client payment system that alerts each organizer of their event when a payment is made for that event..
We need a system where our VP of social will get a report when someone pays for a social event, our week trip person gets notice of when a member pays for a week trip event, and our weekend trip person knows when someone signs up for the weekend trip and pays. The current system only allows one address or a group of addresses to be notified of all payments no matter what it's for.
1 vote -
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 -
multiple depost accounts with Affinipay and Auto Sorting
Integrated payment with Affinipay is good, but my organization has multiple bank accounts for separate departments of our organization. Multiple deposit accounts through Wild Apricot Payments would allow us to track our income better.
With this functionality, choosing what payments go where would be helpful as well. For example, all event payments go to one account while membership renewals go to another
27 votes -
selectively adding copying secondary email address on emails
Add ability to copy secondary email address on certain types of email (eg. copying member's admin function on subs reminders)
1 vote -
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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