Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
165 results found
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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 -
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 -
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?
6 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
26 votes
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