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  1. Make Reports Useful

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

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    4 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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  4. 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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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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

    19 votes
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    10 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    2 votes
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  8. See current payment status of members

    See current payment status of members

    2 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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  10. 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
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. Need credit notes to reconcile to part or all of invoice

    I don't want to void an invoice but i do need a credit note which will cancel out the invoice and which i can send to the member showing that the original invoice (or part of it) has been removed.

    1 vote
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  13. 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
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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…

    1 vote
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    4 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    3 votes
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  18. Be able to create PDF for Payment receipt

    Provide option to send payment receipts as PDF file attachements

    3 votes
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  19. QUANTITY Field For Invoices

    Hi,

    It would be great to have a QUANTITY field in the Invoice.

    1 vote
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  20. 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.

    2 votes
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