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41 results found

1. Better admin invoice settlement ergonomics needed

   7 votes

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   1 comment  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   J.Nichol supported this idea  ·  Nov 14, 2019

2. Pay Now button through Wild Apricot/AffiniPay

   3 votes

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   0 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   J.Nichol supported this idea  ·  Nov 14, 2019

3. Create and send a pdf of the invoice

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   147 votes

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   56 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   Work in progress  ·  AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

   I'm happy to say that we have started working on providing prebaked PDF of all invoices and include them into our emails.

   Couple of details about how we designed it:

    - it will be a link to download pdf of invoice available throughout the product (including emails sent to contacts)

    - as of now it will be static PDF, but later on we plan on adding capability to edit these PDFs as well

   J.Nichol supported this idea  ·  Nov 14, 2019

4. Event Invoice Zero Amount

   36 votes

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   2 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   J.Nichol commented  ·  Nov 14, 2019  ·  Edit…  ·  Delete…

   YES! We currently have to cancel the registration and completely redo it if one of our board or speakers registers under the wrong code (which happens all the time)

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   J.Nichol supported this idea  ·  Nov 14, 2019

5. Provide event name on Financial documents

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   14 votes

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   3 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   J.Nichol supported this idea  ·  Nov 14, 2019

6. have a clear 1 page report that shows the name, event, amount paid, & address of the attendee.

   15 votes

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   1 comment  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   J.Nichol supported this idea  ·  Nov 14, 2019

7. Full refunds for fully settled transactions

   21 votes

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   1 comment  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   J.Nichol supported this idea  ·  Nov 14, 2019

8. Single Comprehensive Itemized Income Report

   7 votes

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   0 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   J.Nichol supported this idea  ·  Nov 14, 2019

9. Automatically apply credits at payment screen

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   49 votes

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   17 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   J.Nichol supported this idea  ·  Nov 14, 2019

10. choose transactions (not dates) to be exported to QuickBooks.

    24 votes

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    0 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    J.Nichol supported this idea  ·  Nov 14, 2019

11. Export Finance Audit Log to Excel

    17 votes

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    1 comment  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    J.Nichol supported this idea  ·  Nov 14, 2019

12. Credit Memo for Invoice

    22 votes

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    19 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    J.Nichol commented  ·  Nov 14, 2019  ·  Edit…  ·  Delete…

    Has there been no updates to this? We're working on our first YE with this software and so far, it's created more work than it was supposed to save.

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    J.Nichol supported this idea  ·  Nov 14, 2019

13. Create a process to write off bad debt

    28 votes

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    8 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    consider also voting for “credit memos” – http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827036

    J.Nichol supported this idea  ·  Nov 14, 2019

14. Event Registration / Donation form to update contact profile

    82 votes

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    40 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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    J.Nichol supported this idea  ·  Oct 31, 2019

15. File attachments in emails

    63 votes

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    22 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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    J.Nichol commented  ·  Aug 13, 2019  ·  Edit…  ·  Delete…

    We'd like to send out a pdf file with renewal completions.

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16. Please allow the acceptance of eChecks / ACH payments

    74 votes

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    48 comments  ·  Wishlist » Online payments  ·  Delete…  ·  Admin →
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    J.Nichol commented  ·  Aug 8, 2019  ·  Edit…  ·  Delete…

    Accept EFTs

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17. Refunds from Wild Apricot

    53 votes

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    13 comments  ·  Wishlist » Online payments  ·  Delete…  ·  Admin →
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    J.Nichol supported this idea  ·  Jul 16, 2019

18. Change setup of recurring payment for membership levels - Allow member to choose if he wants to pay recurring or not

    124 votes

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    68 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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19. Provide a way to change membership level during renewal

    143 votes

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    73 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    J.Nichol supported this idea  ·  Apr 2, 2019

20. Manage payment methods

    8 votes

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    4 comments  ·  Wishlist » Online store  ·  Delete…  ·  Admin →
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    J.Nichol supported this idea  ·  Jul 13, 2018