Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
162 results found
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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.
7 votes -
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…
3 votes -
QUANTITY Field For Invoices
Hi,
It would be great to have a QUANTITY field in the Invoice.
8 votes -
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 -
fee payment frequency
allow fee payment frequency to also occur weekly bi-weekly as well as the current monthly. This suits our customers who have members who have a cash receipt cycle relevant to those periods
2 votes -
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.
3 votes -
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.
5 votes -
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.
5 votes -
Be able to create PDF for Payment receipt
Provide option to send payment receipts as PDF file attachements
4 votes -
Have AffiniPay Compute Fees At The Transaction Level
When PayPal was our processor, their exported transaction details gave us the GROSS amount and the FEE amount charged per transaction. AffiniPay only exports the GROSS amt collected and then bills us the next month for fees. It's an accounting nightmare. We want to keep track of our income/expenses at an event level. I'm now having to manually compute the AffiniPay fees for each transaction. Ugh.
102 votes -
$ totals on reports
Under Payments and refunds report it should give $totals. For example if I am using it to sum up the cheque deposits for that day I can record cheque payments but have to export to excel to get a sum of those cheque payments for the day.
3 votes -
Event Invoice Zero Amount
Invoices for events should be able to have a zero balance if they are being updated by site administrator
36 votes -
Better admin invoice settlement ergonomics needed
Express invoice settlement in admin financial transactions. The current admin finance forms to record the payment then settle the unsettled invoices one at a time until the funds are used up is somewhat slow. It would be preferable to have a check box model like that in profile/finances payment screen.
The user story is that an organization is transitioning from offline payment to online payment and needs to be able to efficiently support both processes (we're 1000 members creating 8000 or so registration invoices to settle per quarter).
7 votes -
Redeeming a discount, adds member to a group
RE: Groups:) It would be great if this feature was available.
When members redeem a specific DISCOUNT, they are automatically added to a specific GROUP which can be assigned by and ADMIN at creation of the discount3 votes -
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
27 votes -
More flexibility in specifying tax treatments of items is needed
On membership invoices, some extra charges are taxable and others not. E.g. dues and initiation fees are taxed while stock fees are not.
Also some events are taxable and other events are not.
While I can specify prices to be inclusive of tax and not apply taxes to entire invoices, this make accounting much more difficult.2 votes -
Email Auto Reminders for Other Open Invoices
Would like options to set auto emails for open invoices other than just membership invoices. ie: events and manual invoices created when open for 30/60/90 days etc. the system should auto email the invoices again. It is too cumbersome to expect users to manually send each one.
7 votes -
Flag Accounts with Open Balance
Not allow registrations for anyone that has an open balance on their account exceeding a certain dollar amount
2 votes -
Let Admins "un-void" an invoice
We ABSOLUTELY need to be able to resurrect/"un-void" invoices that have been expired. It is possible that a member mails a check and it arrives after due date, but I will honor the post mark if it is before the deadline. I want to be able to "un-void" an invoice, and not need to generate a new one.
12 votes -
Simplify sending out invoices
When I send out an invoice it actually gets sent rather than the page not loading and me having to retype out my email and send it.
2 votes
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