Skip to content

Wishlist

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

161 results found

  1. Bulk clearing of invoices

    An event with 150 attendees might, in our case, result in 50 payments in advance by credit card and 100 payments on event day by check or cash. Marking an invoice paid requires three screens, three clicks, so that means 300 screens to clear all the invoices from a single event (we have at least one event per month).

    You give us an export function to export invoices; what would be handy is a similar import function so we could edit the XLS file and then import it back to clear the invoices.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Fix the accounting period linked to billing date

    Fix the accounting period for billing.
    Currently the system forces invoices to be produced days or weeks in advance of renewal dates to avoid issues with account status. For example for annual renewal due on January 1 and delinquent on January 31, the invoices should be generated and sent at least 30 days in advance. But the invoice date then is in December or November of the previous year, and the accounting will reflect the income in the wrong year!
    There are several ways to fix that, but please do. One way for example is to add an invoice due…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Properly show discounts in invoices

    Being able to add a line on an invoice with negative value to show manually applied discounts.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Edit macro "Invoice details"

    I wish you could edit the "invoice details" macro to add start date and end date of membership. Also add payment term to 30 or 90 days.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Apply payments or credits across membership bundles

    Allow application of a credit from one bundle member's account to another member of the bundle's invoice. We often have one partner with a credit position, then they both register for an event and want to use the credit in one account to pay for both.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Share Account Billing Receipt upon payment

    Please automatically and immediately share account billing receipts upon submission of account payments. Right now, we have to reach out to customer support to request a receipt. I'm based in the USA and this is the only company I know of that does not immediately share a payment receipt once they receive payment.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Mark an invoice after it's matched up in Quickbooks

    It would be nice if you could add a marking or checkbox feature to mark an invoice after it's matched up in Quickbooks

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Remove the "Extras" word from the invoice form and the receipt form

    Sometimes members asked me why they are charged "Extras" as indicated from the invoice form and the receipt form. After I explained, they realized it was correct but told me when they see the "Extras" word, they were thrown off with “Extras”. Extras is for Affiliate Chapter Charge under Membership fields. It would be nice if I can remove the “Extras” word and be able to revise these forms. I am told I can’t. I would hope you would consider.

    Also, it would be very nice if we can save our own different invoice templates.

    We would appreciate your consideration.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Exclude voided line items from QuickBooks Online invoice export

    The line items export for QuickBooks includes line items from voided invoices. It would be great if there was a way to exclude these voided line items from the export file.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Prompt Admin When Invoice Already Exists and Membership Level Changes

    We had a member with a membership level of Individual Membership who requested to change her membership level to Tiered Members for 3 Members. We changed her membership level. Then added the other two members to that bundle. When we did that, the big yellow pending renewal box with the invoice link disappeared from the the two members added to the bundle. Although the membership tab still showed open invoices for those two members, it wasn't nearly as obvious to the admin user. It would nice if the admin user was notified that "current invoice exists, do you want to…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Fixed tax rates

    This is not per se a new feature or improvement idea, but more like a rant.

    We have members from all over Canada and some even from across. We are using Wild Apricot for the membership management, and it works great. Once or twice a year we have an event such as a conference. We create the event and sell "tickets" for the event with Wild Apricot as well. To give you an idea, this year the event will be held in Ottawa, ON. It blows my mind that we cannot set the fixed 13% tax rate on the "tickets"…

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Payment Instructions in HTML

    Payment instructions (https://gethelp.wildapricot.com/en/articles/524-payment-settings#instructions) currently support only text, but they are commonly embedded in places (such as invoices or e-mails) that support HTML. Our members find the limitation to text extremely inconvenient, as they would like to see the QR code (a PNG graphic) used for e-banking in Switzerland (and elsewhere) instead of having to enter our account details in their e-banking applications.
    We would also like to provide a link to a downloadable payment slip (also used to expedite e-banking) and, in the case of events, to our no-show policy, which explains their financial obligations in case of…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Add QR code to invoice to pay using QR code

    Please add automatic QR codes on invoices to simplify payments for users.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Web version of invoices to be generated from the invoice template.

    1. Use the invoice template to generate the 'web version' of invoices.
    2. Include a download option.
    3. Email invoices generated with the invoice template to event registrants.

    Explanation:
    Currently, registrants cannot access, download or print compliant invoices for paid events.
    The 'web version' of invoices does not use the invoice template.
    In Australia, invoices must be properly formatted to be GST compliant. The invoice template allows a compliant invoice to be created. The 'web version' of the invoice does not use the template, is not compliant and can't be printed or downloaded. Members cannot access compliant invoices, the only option available is…

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Add the event id to Affinipay

    The event title is added to Affinipay but is not a unique identifier for our org because we often tweak the title during registration period. We add "Sold out" or "Only 2 spots left" etc so this removed the event id as a unique identifier. Adding the event id to Affinipay would solve this and make reconciliation between WA and Affinipay much less time consuming.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Restrict Deleting Invoices to Account Administrators

    Invoices once raised should not be deleted. Given there may be multiple event organisers who then have access to raise invoices, there is a potential audit / probity issue around cash receipts if an invoice can be deleted. Very rarely is there any need to actually delete an invoice. Voiding and/ or refunding is quite adequate and maintains an audit trail. Delete should only be possible by account administrators.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Attach membership invoice to bundle members

    When a bundle administrator changes the renewal invoice goes with the original person. It would be best if invoices could be associated with the bundle and not the individual.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Link manual invoice to business operation

    Need to be able to link a manual invoice to an Event so it will be included in the Income Report

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Don't break connection between payments and original operations they were received for

    I want to be able to track the financials for an event - included who paid what and who was refunded. With v5.9, invoices are not deleted (hurray!) but are voided and payments are unsettled. This 'breaks the link' between the payment and the event. I'd like to have an audit trail of all financial transactions related to an event, even for cancellations.

    Background - the specific use case is events that have cancelation fees associated with them. When someone cancels we still need to charge them. Canceling them from the event voids the invoice and unsettles the payments. I…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Cash-based income report

    When running an Income Report, it would be much more useful to have the payments posted in the month of payment as opposed to the month of the invoice. Accrual accounting isn't all that useful for a non-profit on an ongoing basis. It also makes reconciling bank account records impossible. Alternatively, if the level of detail (summary breakdown of payment allocation, i.e. membership, events, store orders) was available on the Payments Report, that would alternatively work.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Finances  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 8 9
  • Don't see your idea?

Feedback and Knowledge Base