Wishlist
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157 results found
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When paying invoice in full, copy internal notes to payment record
Our membership coordinator enters many renewals manually. She selects the renew button enters an internal note on the invoice, selects the tender and clicks on "Payment Made In Full". When trying to reconcile the payments she wants to export the payments & refunds record and see those notes. We would like to see the invoice internal notes transferred to the payment internal notes if the "Payment Made in Full" button is activated for manual renewals, otherwise it takes extra steps to put the notes in the payment internal notes field.
4 votes -
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 -
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
Evgeny Zaritovskiy
responded
We’re collecting comments and votes for now, no actual development is planned so far
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Importing payments from QuickBooks online
An extremely useful feature would be the ability to export payment data from QuickBooks (including the online version) into WA. Many of our corporate members pay by check, and currently we have to manually update WA to reflect those payments. That shouldn't be necessary.
19 votes -
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 -
Credit Memo for Invoice
Can this be done?
We have an event - it's cost is $450. member signs up, invoice is produced and the member pays $450. - nice and clean
Then, for a host of reasons, the cost is reduced at a later date by $80 and a refund check is issued. I want to issue a credit memo for the $80 so the member has this on their account and then we record the refund check issued and the account is back in balance.
The net revenue for this event is $370.
How can we do this?
Thank you in advance,
…
21 votes -
Ability to Report Membership Income by Membership Year
Our finacial reports require disclosure of dues paid for future membership years based on membership expiration (e.g., renewal) date. Many of our members pay dues for several years into the future. It would be great if there were an option on the income report to show either the summary totals by membership year or optionally list the detail along with the total.
8 votes -
Tax (HST) on Extra Charges as an Option
We have a situation where we need to charge HST on our club membership fee but not on a required pass through fee from an umbrella organization. It is a required fee for members. Currently it is implemented as an extra charge but there is no control over its tax status ie applying a tax. In this case there is no HST applied to the $35.00 fee but there is for our club membership fee.
Can you suggest a work around?
It would be great to have the extra charges fields have an option to apply taxes or not.
18 votes -
Volunteer credits
I know that allowing redeemable discount coupons is on the wish list, but what about also acommodating volunteer credits (e.g. points or credits earned for volunteering) that could be used according to criteria established by the organization e.g. 20% off a membership renewal?
13 votes -
Payment due date for manual invoices
I would really like to be able to add a "payment due" date in a specific field when raising a manual invoice.
When creating an invoice, this would appear as a date field to complete. It could then be inserted into the invoice template using a macro. For convenience it could deafult to invoice date +30 days (for example). Although some companies might have standard payment terms (eg pay within 30 days of invoice date), we need to be able to give a specific due date for every invoice issued.
However, it would perhaps be most useful for reporting. When…
8 votes -
Income Forecast Report
I just started using Wild Apricot and was looking for an Income Forecast report that will look at upcoming renewals and will report on this.
This will allow for better budgeting.
Maybe even a yearly graph so we can see which months we will not see much income from renewals.
This would allow us to focus our efforts on this month to help smooth out cashflow over the entire year.I hope this makes it into the next release as it seems like a simple report, all the information is already in the system.
Thanks
David
7 votes -
Limiting discount codes
In a previous event registration system I used, I could create coupon codes and then limit the number of times it could be used. The way that I used it was to create each of my sponsor companies their own code, and then limit it to however many discounts they were allowed (i.e. one level of sponsorship gets 2 free attendees to all events, so I would make the coupon be a 100% discount and limit it to being used twice).
Right now, it appears that you can do ONE coupon per registration level. I prefer not to do that…
10 votes -
Situations and scenarios for not using financial module
In our 4.3 release back on Dec 14, 2011 we have changed payment workflow - it now always goes through the following steps:start the transaction (e.g. event registration), fill out appropriate fields, confirmhave the invoice generated and displayed on a special page which lists full history of invoices and payments, highlighting open invoicespay for this invoice right away - or proceed to another transactionBefore 4.3 release, people had no ability to see invoices, only administrators was able to do it.
New workflow resolves many frequent requests we had, including: People can pay for several invoices with a single paymentThey can…
6 votes -
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…
124 votes -
Discount Coupon Codes Reporting
We are using discount coupon codes both to drive attendance at events and to drive membership. Our marketing model incentivizes the sales reps who call on our target audience to sell our events and memberships. When someone uses that rep's code, they get an incentive payment.
Currently the only way to track who used a given code is to manually open each code and report on it. This becomes quite burdensome with 40 or 50 sales reps involved.
We would request an upgrade that consolidates the reporting for these -- either:
A discount coupon report that shows the member name,…
7 votes -
need different receipt for membership/event
It appears that we have 2 customizable receipts:
Payment receipt
Donation receipt
However, we would like to give different wording on receipts for membership versus events. Our memberships are tax deductible, so we need to include our non-profit, tax deductible blurb on that receipt. But it could be confusing for someone who pays for a class, as those payments are not tax deductible. Any chance for help on this?
11 votes -
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
142 votes -
Provide event name on Financial documents
When using the Financial tab, it is difficult to tell the source of the transaction, other than the general "event registration". For events, it would be extremely helpful if the list displayed the name of the specific event. Now you have to open the transaction to see which event it is for.
This problem is even more apparent when viewing open balances from canceled registrations ---- WA does not record the source of the cancelation (except within the specific event). And since the invoice is deleted on cancels, there is no record in WA of the actual DATE of the…
14 votes -
Import of historical financial transactions
From a client message to tech support:
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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 -
Discount coupons for recurring payments
I would like to see coupons that place a permanent discount on a recurring payment membership price.
To be clear, I am not asking for a coupon that will only affect the cost of a recurring payment for a limited time. For example, normal price is $5.00 recurring monthly, but with coupon code the cost will be $4.00 recurring monthly for the duration of the membership.
Coupon codes are a huge marketing tool and should be available also for a recurring payment only business like ours.
Thank You
22 votes
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