Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
157 results found
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Consolidated Invoice to Non-Member/Contact
We have bundles but the person who pays is invariably not a member (nor should they be). We have no way to send a bundle invoice to a non-member for payment. This is causing a LOT of issues.
In addition, we often need to manually create an invoice to set up an invoice outside of WA to allow an organization to pay for memberships and open event invoices for a single payment.
This is an extremely painful and manual process. Sometimes, we can find a way to do this (please see attached example), but most of the time, we can't.
10 votes -
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 -
Full-stack finance management in Wild Apricot
Add a managing finances overall the organization...
I mean not only membership and event payments but overheads and all clerical /admin chores... because all of that still lives in Excel :(
Planned growth for coming years, etc...
27 votes -
Sage Accounting
Can you have WA sync with Sage Accounting?
8 votes -
Batch voiding/deleting invoices
There should be a "Void & Delete" invoice button which allows both steps to be done in one hit rather that having to Void the invoice then delete it.
Would also be a helpful feature if you could void & delete a batch of invoices. Eg invoices 1009 to 1100
23 votes -
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 -
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…
53 votes -
Omit blank address lines on invoices and receipts
Invoices and receipts - we would like the functionality to omit the blank line that is printed when there is no information in the 2nd address line. We often get requests to mail invoices. The blank line has caused some postal delivery issues.
7 votes -
choose transactions (not dates) to be exported to QuickBooks.
I would like to see a button that says "export transactions since last time exported" instead of choosing a date(s) to transfer information to QuickBooks. If I transfer membership invoices and payments on a certain date and then someone comes along and renews a short time later I have to export that entire day again. So when I have to export that day again QuickBook assigns the invoice numbers twice and I have to go into QB and delete the 2nd invoice numbers.
24 votes -
Add purchase order numbers to invoices
Hello,
We are seeing more of our members introduce a procurement process which involves the use of purchase order numbers that need to be referenced on our invoices to facilitate payment. Is this something that Wild Apricot is aware of and do you have any plans to update the platform to enable purchase orders to be added to invoices once they have been received?
Within that many of these systems require invoices to be emailed to an "accountspayable" email address as an attachment. At the moment the only way we can send an invoice as an attachment is to copy…13 votes -
Split membership fees between chapter and parent organization
Our membership fees are split between our chapter and parent organization. I would like a feature to be able to reflect that.
7 votes -
Transfer GST
Have GST transfer to QuickBooks and more information transferred from the Online Payments to Monersis (POS) reports so we can cross reference transactions when doing the bank reconciliations.
7 votes -
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.
46 votes -
Add user ID as account number
We have hit a road-block with our credit union.
As we were attempting to set up online payment so that members cold pay directly from the Credit Union (vs. using PayPal), our CU informed us that we need an account # on the invoice.
When we are creating the invoice, it shows the user along with their user ID#
However, when the actual invoice is created, the system drops their ID # and only shows their name.
If we could have this ID# printed automatically on the invoice as their Account number, then this would satisfy the requirements to having…3 votes -
disable online payments for manual invoices
I would like the ability to disable the member from paying online when creating manual invoices. We have instances where we prefer to have a check because of the transaction fees. The ability to choose which tender is accepted for an individual invoice would be nice.
3 votes -
Standard Invoice Items
I would like to be able to create standard Invoice Items and then be able to report on those items in total -
so I can get financial revenue totals by item for a period6 votes -
Mark multiple invoices as paid at one time/Batch payment recording
It would be helpful to have a check box for all invoices so that multiple could be selected and marked as paid without having to open each individual invoice.
20 votes -
Single Comprehensive Itemized Income Report
Would like to see a more robust and comprehensive reporting feature for monthly income—something that would be sufficient to deliver to the treasurer so they can post totals to QB. For example, would like to create excel report that displays all of the invoice options and payment status options for a specific period, but in one report (membership, donations, manual invoices, fully paid, partially paid, unpaid. These would need to be itemized. I don't need the graphs, just the subtotals.
7 votes -
Allow to settle a refund from within refund details page
Every time I do a refund, I then need to click "back" to get to a "Settle" button. Why not just show it on an unsettled refund details page? See example image...
3 votes -
Comments Section for Deleted Invoices
Add a comments section for the audit log when an invoice is deleted
5 votes
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