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  1. 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…

    2 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. Manual invoices with different product and services

    would be useful to have different product or services to add to invoicing. Member may use other services (not necessary events) and Club should have the opportunity to invoice it with option for payment conditions. (transfer, direct debt, card or paypal, for example)

    4 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow a manual invoice to be flagged as a membership invoice.

    When a member has come out of sequence on billing, requires a billing adjustment, or when a member attempts to pay many sessions in advance, it is often necessary to manually adjust that member's membership term and to issue a manual invoice to reflect that adjustment. Unfortunately manual invoices for membership do not show up in the Income Report as membership related income.

    This proposal is to allow an administrator to flag an invoice as membership related so that it will properly show up as membership income for the Income Report.

    3 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. have some sort of flag that could be used for invoices, ie a check box or color

    If we could have a color to show the difference between paid invoices, processed invoices ie invoices that we have actioned or transferred to our accounting package. At the moment we transfer Paid invoices from WA to the accounting package and have no idea when looking in WA which ones have been done and which haven't. Another package we used to use had color coding which was very helpful.

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow for Including just Invoice Number in Receipt Customization

    It would be great if when customizing the payment receipt template, I could use a macro such as {InvoiceNumber}, which is not available. Caused a real issue for a client who sends tax receipts in Canada, because this is a CRA requirement.

    4 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. settle all invoices when recording a single payments

    Offer a "settle All" button.

    When someone pays for multiple items with a check, I have to settle each invoice separately. If they are paying for all events with that check, it would be nice to have a "Settle All" option to settle all items in the pop up box.

    3 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. 4 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. Accounts Receivable Report for selected period

    The AR report only provides the current picture. If I do not remember to run it on the last day of the month it must be contrived by deleting any income and invoices. Enabling this to run for a selected period just like all the other reports would provide for correlation/proofing with our books and allow for historical comparisons that tell us if our collections are improving/lagging/meeting our goals.

    25 votes
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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow admin to record membership recurring payment starting from next renewal period

    This may be specific to auth.net which we use. If one wishes to start recurring payments the apricot/auth.net process requires the initial payment to be made at the time the recurring payments are launched. We have run across multiple instances where we wish to start recurring payments at some point in the future but not credit the member's cards now. For instance we just had a case where someone had recently paid to join via check but for future payments wished to pay by credit card; Our alternatives are for the member or ourselves to remember to set up recurring…

    6 votes
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    6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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:


    1. A discount coupon report that shows the member name,…

    6 votes
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    5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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?

    9 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  13. Round up to nearest whole number for prorated fees

    is there anything in the works for rounding up prorated membership fees? We would really appreciate it, as we have several members paying in cash, and our currence (Swiss Franc) doesn't use "cents" anymore.

    thanks much.

    Int'l Women's Club of Lucerne

    5 votes
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    5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. Shortcut to send payment receipts from invoice details screen

    After an invoice is paid, if we click on 'E-mail' it still generates an invoice asking for payment. Can this be changed to send a receipt instead?

    5 votes
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    4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Option to Remove "(USD)" Next to All Dollar Amounts, etc.

    Greatly respecting our Canadian friends (and owners), nevertheless -

    We are a local club in the U.S. It's unnecessary clutter for us to show (USD) next to every dollar amount.

    Is the currency abbreviation shown for all other currencies? Surely it's unnecessary clutter to show (EUR) when € is displayed, or (GBP) in addition to £.

    Could we please have a checkbox to remove the three letter designation?

    6 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. Invoice improvements

    I'd like to see two changes to the invoice form:


    1. allow changes to the item. the best way to do this would be to allow a pull-down so that the membership level (or whatever) can be changed. People do make those changes and this allows the change to be made easily and to have it connected to the financial transactions. Without this option, my experience has been that it's a convoluted process to change their membership level.


    2. insert a quantity. Sometimes people want to renew for more than one year, and the invoice does not allow this.


    How do you…

    6 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. Numbers payments receipts

    Good day,

    Is there a way for manual payments (offline) to have the consecutive number added to the email receipts?

    This is the only thing holding up our organization from using wild apricot 100% for all our billing.

    Our finance people require this or they can't accept it.. Invoicing does it already, it should be too hard to make it happen with payments.

    Thanks

    Nick

    6 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  18. Automatic invoices for admin-initiated membership level changes

    When a member opts to change membership level the system automatically generates an invoice.

    However if the member sends in a cheque so that one of our admin staff does the membership level change, no invoices are generated automatically.

    We have a stripped down free member level that we hope encourages people to become paid members, however, the workflow as it stands now makes it very easy for our admin people to just miss the invoice step so that the member will never be charged the new rate.

    I'd like to see invoices automatically generated for membership level changes (if…

    6 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. Filter income report by member/contact record attributes

    One of our clients has a setup where each member is coded with a branch (a custom field).

    What they are looking to do is to report on the total of subscriptions (membership income) and donations that can be attributed to a particular branch. (Branches have their annual targets and this report would help tracking the progress toward target).

    A possible solution to this is to add the ability to filter the transactions included into the income report by contact/member record attributes.

    (See http://help.wildapricot.com/display/DOC/Financial+reports#Financialreports-Incomereport )

    I would appreciate comments and votes from other clients so we can evaluate and prioritize…

    6 votes
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    3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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