Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
162 results found
-
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 -
Mark invoice as already emailed
There is no way to figure out if invoice is already sent to or not. If there was an easy way to track if the invoice had been emailed, that would be incredibly helpful. Maybe the button just changes to “email again” after it’s been sent once?
47 votes
Team Payments
responded
Due to priorities shift we had to put this issue on hold.
We’ll post any updates as we have themOleg, Product Owner @ Payments crew
-
Full refunds for fully settled transactions
Please improve the refund process.
We take credit cards for attending our events. If a person later cancels and a refund is approved, it becomes quite confusing to record the transaction correctly. First, I find the item. Then I go to the 3rd party processor (not PayPal) and set up the refund to the credit card. Then I return to WA. I can locate the paid invoice, cancel settlement and refund the total amount. I do not see a button labeled Refund as described in the Help text, so I Save instead. Under Payments & Invoices, the original transaction shows…21 votes -
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 -
Event and Membership Taxes - We need to be able to charge different taxes for events and memberships
Event and Membership Taxes - We need to be able to charge different taxes for events and memberships. In Canada, membership dues are taxed based on the province of residence. Taxes for event registrations are collected by the province in which the meeting is being held. But, for the province of Québec, the provincial tax is collected only for its residents. Meaning a non-resident of that province is taxed only the federal sales tax and not the provincial. Residents are taxed both taxes, the Federal and the Provincial taxes. This being said, we really need to be able to have…
52 votes -
have a clear 1 page report that shows the name, event, amount paid, & address of the attendee.
If I need to send a refund to someone (via a check), I have to print a page with their name, address, and amount they paid for our bookkeeper. The way the system is currently set up, I have to capture a screen shot to get all this information on 1 page to print.
15 votes -
4 votes
-
Create a process to write off bad debt
There presently is no defined way to write off a bad debt. If someone owes money and is no longer a member they can be archived but their bad debt remains in accounts receivable. Our solution to keep A/R in check is to create a tender called Bad Debt and then apply that as a payment. Though that works it falsely inflates payments received reports which treats it like money that came in. Soooo, need something like a system created bad debt tender that by default does not show up financial reports as a payment but as what it really…
28 votes
Evgeny Zaritovskiy
responded
consider also voting for “credit memos” – http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827036
-
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 -
Event Registration to NOT create invoice
We are not using the financial components of WA and do not want event registration to create an invoice.
11 votes -
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…
8 votes -
Member Finance Profiles
I am not thrilled with the way invoicing and financial transactions, including multiple payments and refunds, show under a member's record. It can be a little disjointed. It would be better if it was listed more like it would look in an accounting software as a full transaction list. For Example:
10/27/14 - Invoice - Membership Renewal - Silver Level - $200
10/28/14 - Payment - Membership Renewal - Silver Level - $200
10/28/14 - Invoice - Newsletter - Monthly Newsletter - $100
10/29/14 - Refund - Membership Renewal - Silver Level - $50
10/30/14 - Payment - Newsletter -…3 votes -
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 -
MYOB integration
It would be fantastic for Wild Apricot to integrate with MYOB as it does with QuickBooks. Thank you!
12 votes -
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 -
Multi-currency
We have members in different countries (US, Canada, Europe, and beyond);
It would be helpful, if the system accepted multiple currencies (at least USD, CAD and Euro).
51 votes -
Financial reports in landscape format
You offer a very attractive format for your financial reports, i.e. income and aged receivable reports specifically. You currently offer to download these reports in either excel or pdf. format but only in a portrait view. To produce a report covering several months requires the download to be printed on several pages.
It would be very helpful as webmaster to download these pdf. reports in a landscape format so I could share with my board.
Downloading in excel provides the material in a landscape format but you lose all the attractive formatting that appears on the screen.
18 votes -
Bulk invoice print/email
Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.
202 votes -
Chart of Accounts export to QuickBooks
An additional level of detail beyond “class” or replacing "class" that could associate with the Chart of account codes set up in quickbooks would save time and errors by identifying income categories automatically. I assign a general ledger account code to each invoice/payment to coordinate with the bookkeeper in the notes field that must be read manually. Could a separate field be available that QB would recognize on import.
22 votes -
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.
26 votes
- Don't see your idea?
