Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
162 results found
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'filter all' the transactions, for a specific contact.
I would like to be able to export to quickbooks all transactions for a specific contact
1 vote -
Account Statement Date Range
When creating an account statement for a specific contact, it would be helpful to be able to set parameters for the account statement. For example, being able to see the account statement for just the last year.
2 votes -
direct member cc billing capabilities needed
I am the administrator of 218947 and have a few products in the "store." I have to do a work around to put in and bill a member's credit card. It is odd that, as an administrator, I can not directly bill a member for a product or service without having to input the order under my name, edit the invoice and then input his/her cc number. Please make it so an admin can input a cc charge directly from the admin side of the store. Ed Padin
2 votes -
organize a client payment system that alerts each organizer of their event when a payment is made for that event..
We need a system where our VP of social will get a report when someone pays for a social event, our week trip person gets notice of when a member pays for a week trip event, and our weekend trip person knows when someone signs up for the weekend trip and pays. The current system only allows one address or a group of addresses to be notified of all payments no matter what it's for.
1 vote -
Non profit sales
We sell a handbook that is of primary, although not exclusive, interest to non-profits. I would like a way for non profits to easily opt out of paying sales tax on this item. Right now my options are to either turn sales tax on or off. . . black or white. I need gray, ie the option to pay it, or opt out of it.
2 votes -
Make Reports Useful
Exporting Income reports splits items into two pages, making it useless when printed.
3 votes -
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 -
Event cancels/customer credits
We run a ski club. Sometimes we have to cancel an event due to adverse weather. Everyone has already paid. A batch cancel/refund would be hugely helpful.
In addition, I don't like the "settle" feature. If someone cancels from a trip, I'd like that payment to be able to be at least "settled" ahead of time, so that when they go on the next trip, it is obvious they have a balance so that when they pay by credit card (we are trying to keep all payments online), they will just see the credit automatically applied and pay the difference.…
6 votes -
ease of adding manual invoices
Please make it easier to add an invoice to a new member. Currently, there are too many screens to go through before a manual invoice can be added. On the contacts page, next to their name on a search would be ideal.
2 votes -
Print Multiple member receipts at 1 time
REEAAAALLY wish we could print all receipts based a search criteria.. I'm having to currently print 1800 receipts 1 account at a time.. =(
8 votes -
overpayment
Event registrants need to be able to apply overpayments on an account (such as created when they cancel an event registration after payment) to a new registration. Currently, they can see the overpayment until they register for a new event, at which time the small on-screen overpayment notice disappears. Ideally, they should be prompted "Would you like to apply your account credit balance (overpayment) to this invoice?" and be able to pay any remaining invoice balance via the online payment method.
7 votes -
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.
3 votes -
A summary breakdown of charges showing a line item for each calc field choice along with total of payment due
Our organization has at least six calculation fields for each member level. Our member forms are long and complicated with calculation fields spread throughout. It would be very helpful if a breakdown is presented to the applicant/member that shows each item and the cost of the item they selected along with the total before payment is made. Without a summary that shows each charge, it’s difficult for the applicant/member to review the charges, spot a mistake or change their mind about their selections. Many members select an item or the wrong item without realizing it until after they have submitted…
9 votes -
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 -
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 -
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.
3 votes -
Data fields for accounting for each product in WA
provide the ability to add data fields for accounting (eg, account, class, accounting description) to each product, event or other record generating revenue.
3 votes -
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 -
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 -
See current payment status of members
See current payment status of members
4 votes
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