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  1. Invoices should have option for automatically added prefix

    We end up merging several sources of information into quickbooks. When our payments come in, they are obvioulsy marked with WA-xxxxxxxx, so easy to identify, and no conflicts.
    Invoices just come in as 00014, and could conflict with other input numbering schemes.
    Would be nice if invoices could be exported as WA-00014

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. Tax macro for invoice & receipt templates

    It would be great to add a tax macro for the invoice and receipt template. Currently, the total is inclusive of taxes and since there is the possibility of a number of different tax rates, it would be great for customers and association to have the amount pre-tax, tax amount and if possible an indication of which tax rate, and then a total balance.

    1 vote
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  3. Ability that allows finances filtered by group participation.

    there is no feature at the moment that allows finances filtered by group participation.

    1 vote
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. member can apply discount to existing invoice

    apply a discount at checkout, and validate the discount is applicable for that items being invoiced.

    2 votes
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  5. '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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  6. 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.

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

    1 vote
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  8. 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
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  9. 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.

    1 vote
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  10. Make Reports Useful

    Exporting Income reports splits items into two pages, making it useless when printed.

    1 vote
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  11. 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
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  12. last 4 digits

    Please provide a way to have the last 4 digits show on a credit card used for invoices. I work in a school district and many school institutions require this to verify the payment that was used.

    4 votes
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  13. 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.…

    2 votes
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  14. 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
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  15. Finance Access

    Can we have a Finance Manager please? The only way Quickbooks downloads can be run is if you have full Administrator Access which is dangerous as they have control of the database.

    4 votes
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  16. 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.. =(

    4 votes
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  17. 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.

    4 votes
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  18. 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.

    1 vote
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  19. Administrator payment streamline

    Shamir was wonderful but tells me that you have not prioritized allowing Administrators to add multiple items to an invoice and pay with one transaction. PLEASE push up that feature in the development queue!!!

    1 vote
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  20. 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
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