Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
163 results found
-
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 -
See current payment status of members
See current payment status of members
4 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 -
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 -
post dated cheques
Ability to record post dated cheques as currently I can't show them as payments given the money isn't yet deposited, and if they aren't shown as a future payment, the profile to the user looks like they have not yet paid. From a membership perspective it also shows the same as if no payment was made. An indicator for post-dated cheques would be helpful.
1 vote -
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 -
Statement Billing
We would like to have the option of having a membership level receive a renewal statement that includes all open invoices, instead of just a line-item invoice for dues renewal.
6 votes -
Schedule emailing of invoices
I wish I could schedule the emailing of an invoice. Right now, if I go into an invoice and click to email it, I have to send it immediately.
5 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 -
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 -
Be able to create PDF for Payment receipt
Provide option to send payment receipts as PDF file attachements
4 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 -
Better admin invoice settlement ergonomics needed
Express invoice settlement in admin financial transactions. The current admin finance forms to record the payment then settle the unsettled invoices one at a time until the funds are used up is somewhat slow. It would be preferable to have a check box model like that in profile/finances payment screen.
The user story is that an organization is transitioning from offline payment to online payment and needs to be able to efficiently support both processes (we're 1000 members creating 8000 or so registration invoices to settle per quarter).
7 votes -
Automate resend invoices/send invoice reminders
It would be very helpful to have a way to automate re-sending open invoices via email after specified intervals (30 days, 45 days, etc.)
25 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
- Don't see your idea?
