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163 results found

  1. Bulk invoice print/email

    Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.

    201 votes

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    103 comments  ·  Finances  ·  Admin →
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  2. Create and send a pdf of the invoice

    We are getting requests from event attendees for a pdf or a hardcopy of the invoice as organisations won't accept an email as an official invoice

    thanks derek

    147 votes

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    56 comments  ·  Finances  ·  Admin →
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    I'm happy to say that we have started working on providing prebaked PDF of all invoices and include them into our emails.

    Couple of details about how we designed it:

     - it will be a link to download pdf of invoice available throughout the product (including emails sent to contacts)

     - as of now it will be static PDF, but later on we plan on adding capability to edit these PDFs as well

  3. Multiple invoice templates

    I search the forum, but I can't find anything regarding my situation...so I am posting it here. If there is a similar post and you can point me towards it, I would be greatful.

    I guess my first question would be - can we create more than one invoice template? I have a template set up for new members and existing members who renew. This all works fine as I have the {Payment_Instructions} set up so that they make sense for these types of invoices. The instructions thank them for their membership payment and goes through some other 'membership' specific…

    126 votes

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    47 comments  ·  Finances  ·  Admin →
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  4. Have AffiniPay Compute Fees At The Transaction Level

    When PayPal was our processor, their exported transaction details gave us the GROSS amount and the FEE amount charged per transaction. AffiniPay only exports the GROSS amt collected and then bills us the next month for fees. It's an accounting nightmare. We want to keep track of our income/expenses at an event level. I'm now having to manually compute the AffiniPay fees for each transaction. Ugh.

    102 votes

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    20 comments  ·  Finances  ·  Admin →
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  5. Bulk create invoice

    Hello,

    I'd like to be able to bulk send invoices to a set of users, Perhaps even do this on a regularly scheduled basis if the member has an outstanding balance. Sending these individually is a huge time sink for me.

    I'd appreciate any guidance on how to do this.

    Thank you

    Dale

    101 votes

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    30 comments  ·  Finances  ·  Admin →
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  6. Need transaction description to go to PayPal

    Want more information to be passed to PayPal from Wild Apricot (e.g. what payment is for - membership, event payment) and which program a donation is being directed to (e.g. 1st fundraising campaign, 2nd fundraising campaign).

    73 votes

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    13 comments  ·  Finances  ·  Admin →
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  7. Batch print/email Account statements

    I would love to have a statement section that is easily batch-emailed to members/contacts who have past due individual balances.

    60 votes

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    27 comments  ·  Finances  ·  Admin →
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    We’re collecting comments and votes for now, no actual development is planned so far

  8. group billing

    Provide a way to group multiple invoices for different members to be selected/grouped/paid by a single individual payment. This IS NOT a capability of membership bundling. I want each membership to remain in a separate record, but I need the ability for a single invoice to accumulate charges for multiple individuals. For example, I have one organization that has 4 individual memberships in our organization for their employees. They want the ability to make a single payment that covers all 4 membership renewals rather than having to log into each record and make 4 individual payments. This also occurs when…

    55 votes

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    17 comments  ·  Finances  ·  Admin →
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  9. Event and Membership Taxes - We need to be able to charge different taxes for events and memberships

    Event and Membership Taxes - We need to be able to charge different taxes for events and memberships. In Canada, membership dues are taxed based on the province of residence. Taxes for event registrations are collected by the province in which the meeting is being held. But, for the province of Québec, the provincial tax is collected only for its residents. Meaning a non-resident of that province is taxed only the federal sales tax and not the provincial. Residents are taxed both taxes, the Federal and the Provincial taxes. This being said, we really need to be able to have…

    52 votes

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    14 comments  ·  Finances  ·  Admin →
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  10. Multi-currency

    We have members in different countries (US, Canada, Europe, and beyond);

    It would be helpful, if the system accepted multiple currencies (at least USD, CAD and Euro).

    51 votes

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    29 comments  ·  Finances  ·  Admin →
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  11. Automatically apply credits at payment screen

    User account credits to be easily applied or automatically applied to any purchase they make including event registration. Currently there's no one click way for them to apply their credit to their registration. It should honestly automatically happen.

    49 votes

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    17 comments  ·  Finances  ·  Admin →
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  12. Mark invoice as already emailed

    There is no way to figure out if invoice is already sent to or not. If there was an easy way to track if the invoice had been emailed, that would be incredibly helpful. Maybe the button just changes to “email again” after it’s been sent once?

    47 votes

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    4 comments  ·  Finances  ·  Admin →
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    Team Payments responded

    Due to priorities shift we had to put this issue on hold.
    We’ll post any updates as we have them

    Oleg, Product Owner @ Payments crew

  13. Use of Affinipay card reader

    Now that Affinipay has a bluetooth reader/swiper, is WildApricot going to be able to integrate that as a payment option?
    This is the text from an Affinipay email:
    Introducing the all-new AffiniPay for Associations mobile app and Bluetooth reader/swiper
    We are thrilled to announce the launch of our brand new AffiniPay for Associations app and Bluetooth reader/swiper!
    Available for both iOS and Android devices, our mobile app allows you to accept contactless payments and the latest chip card technology, making your payment processing more flexible and convenient for your members. Enter a member’s payment details manually or use our new…

    39 votes

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    8 comments  ·  Finances  ·  Admin →
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  14. 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

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    2 comments  ·  Finances  ·  Admin →
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  15. Improve void invoice workflow

    When voiding an invoice, it would be good to be able to enter a reason, that would be put in the internal notes. as to why this action is being taken.

    At the moment one has to edit the invoice, add the reason, save the invoice and then void it. Clunky work-flow!

    32 votes

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    1 comment  ·  Finances  ·  Admin →
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  16. Import of historical financial transactions

    From a client message to tech support:

    ===

    Is there a way to import the financial data that has been accumulated in our current system into Wild Apricot? I am specifically looking at gifts/donations, membership amounts and event ticket purchases over the past 5 years, with dates and dollars. We would prefer not to lose that history if we transfer over to your product. I was able to find the discussion about importing the member records, but I wasn't able to find the topic of importing financial records covered in your help guides. If you could point me in the…

    32 votes

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    18 comments  ·  Finances  ·  Admin →
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  17. 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

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    6 comments  ·  Finances  ·  Admin →
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  18. Access to income report detail/Drill down reports

    When I create a monthly income report, I get aggregate figures for events and membership types. I would like to be able to create a monthly report, and then be able to see all the transactions that went into that report. I don't find a way to do that. I CAN get a list of transactions for a certain time period, but that screen is limited to 50 per page. A very annoying limitation. I would like to see them all, and have them in a searchable file, which I could also download.

    Mark Rougeux

    29 votes

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    14 comments  ·  Finances  ·  Admin →
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  19. Create a process to write off bad debt

    There presently is no defined way to write off a bad debt. If someone owes money and is no longer a member they can be archived but their bad debt remains in accounts receivable. Our solution to keep A/R in check is to create a tender called Bad Debt and then apply that as a payment. Though that works it falsely inflates payments received reports which treats it like money that came in. Soooo, need something like a system created bad debt tender that by default does not show up financial reports as a payment but as what it really…

    28 votes

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    8 comments  ·  Finances  ·  Admin →
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  20. 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

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    14 comments  ·  Finances  ·  Admin →
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