The Version 5.9 release of Wild Apricot consists of the following changes and enhancements.
New feature: Voiding invoices
Previously, if you wanted to cancel an invoice, you would delete it. However, deleting invoices led to many accounting issues, including incorrect balances and gaps in invoice numbers.
Now, you can void an invoice instead of deleting it. Voiding an invoice cancels the invoice without deleting it, thereby preserving historical information for any future audits.
To void an invoice, you display the invoice details then click the Void invoice button.
You will be prompted to confirm the operation, which cannot be undone. Once you confirm the operation, any settled payments will be removed from the invoice, and corresponding payment will be unsettled. Any event registration or membership application associated with the invoice will not be deleted, but will now appear as unpaid. Notes will be added in both cases indicating that the invoice was voided.
On the invoice, the invoice amount will not be changed but the invoice balance will be set to zero. The voided invoice will have a status of voided and will appear marked with a VOIDED stamp.
Voided invoices are not included in financial reports. A record of how and when an invoice was voided will appear in the audit log.
After an invoice is voided, it can be deleted. To delete a voided invoice, display the invoice details and click the Delete invoice button.
In some cases, the system can automatically void or delete an invoice in response to a registration being cancelled or deleted, or a contact being deleted.
- If you cancel an event registration, the corresponding invoice will be automatically voided.
- If you delete an event or an event registration, the corresponding invoice(s) will be automatically deleted.
- if you delete a contact, all invoices assigned to the contact will be automatically deleted
Paid invoices are now marked with a PAID stamp to distinguish them from unpaid and voided invoices.
Slideshow gadget enhancements
The following enhancements have been made to the slideshow gadget.
- You can now link each image in your slideshow to a separate destination. To link your images, display the slideshow gadget settings and click the Add link to images button. On the dialog that appears, you can choose where each image should link to . You can link to an external website or email address, to a page on your site, or to an event on your site. For each image, you can also specify a tooltip and choose whether you want the linked page to open in a new window or the same window. You can also specify a description which will appear along the bottom of the image. If you are displaying images from a photo album, any captions already assigned to the images will be automatically loaded as default descriptions.
- You can now display a caption along the bottom of each image within your slideshow.
There are two ways you can add captions to images: 1) If you are displaying images from a photo album, any captions already assigned to the images will be automatically displayed along the bottom. 2) While linking your slideshow images, you can enter a Description for each image. If you are displaying images from a photo album, captions will be automatically loaded as default descriptions. - An option has been added to randomize the order in which slideshow images are displayed.
- An option has been added to remove the countdown bar that indicates how much longer each image will be displayed.
Email improvements
A number of improvements have been made to the email module.
Email wizard
The options for exiting the email wizard are now available from an EXIT menu instead of a X button.
Email templates
Within the email wizard, email templates are now grouped onto different tabs by type. Custom templates that you have created or copied are displayed on the Saved tab. On the Themed tab are professionally designed templates in a variety of colors and styles, with sample content and graphics.
On the Basic tab are simple templates in a variety of layouts, without any sample content or graphics.
The older deprecated templates that do not provide the consistency and stability of the newer templates are no longer available for new emails.
Email drafts
The Email drafts screen has been redesigned.
The Delete button now only appears when you hover over a row. To open a draft of editing, you click the Subject link for that draft.
New background image options
After assigning a background image to a content gadget, layout, page template, or placeholder, you can now exercise more control over how the image appears within the available space. In addition to the options available in the existing Repeat image dropdown – Tile, Repeat horizontally, Repeat vertically, No repeat – the new Behavior dropdown also provides Fill, Cover, Scale by height, and Scale by width options.
The new options behave as follows:
| Option | Behavior |
|---|---|
| Fill | The image will be stretched to completely fill the available space, and may therefore appear distorted. |
| Cover | The image will be proportionally resized to cover the available space, and may therefore be cropped. |
| Scale by height | The image will be proportionally resized to fit the height of the available space. Depending on the dimensions of the space, the image may be cropped, or may not fill the entire width of the space. |
| Scale by width | The image will be proportionally resized to fit the width of the available space. Depending on the dimensions of the space, the image may be cropped, or may not fill the entire height of the space. |
New website theme: Building Blocks
A new fully-responsive Building Blocks theme set has been added. This theme set is a variation on the Tinted Tiles theme set, with inverted typography and dark backgrounds.
Checking in guests
You can now check in a guest at an event without first checking in the main registrant
New and enhanced API calls
Wild Apricot's API has been significantly expanded, with a number of new calls, and enhancements to a number of existing calls.
New API calls
- AuditLogItems – retrieves a filtered list of audit log entries, and retrieves details for a particular audit log entry.
- EventRegistrationTypes – retrieves the details for an existing event registration type, and creates, updates, and deletes event registration types.
- Pictures – uploads pictures to your account and downloads pictures from picture fields
New remote procedure calls
- Voiding an invoice
- Generating an invoice for an event registration
- Generating an invoice for pending membership
- Approving a pending membership
- Rejecting a pending membership
Enhanced API calls
The following API calls have been enhanced.
- Contacts
- Added ability to retrieve and update pictures in picture fields
- Events
- Added ability to update event details
- Added ability to create a new event
- Added ability to delete an event
- Added ability to retrieve information for specific events
- Invoices
- Added ability to create an invoice
- Added ability to edit an invoice
- Added ability to delete an invoice
- Added the following fields: CreatedDate, CreatedBy, UpdatedDate, UpdatedBy
- Refunds
- Added ability to create a refund
- Added ability to edit a refund
- Added ability to delete a refund
- Added the following fields: CreatedDate, CreatedBy, UpdatedDate, UpdatedBy
- Payments
- Added ability to edit a payment
- Added the following fields: CreatedDate, CreatedBy, UpdatedDate, UpdatedBy
Support for Square
Support has been added for Square, a mobile credit card processor. For more information, see Accepting mobile payments using Square.
Bug fixes
A number of bugs have been fixed, including but not limited to, the following:
Emails
- Unable to exit email wizard after sending test message
- Error when sending emails or opening email draft
- Email templates not applied leading to inconsistent results
- Email link changed when saving changes
- Email images displayed at full size on some email clients
- Last change author not being updated for email drafts
- Renewal notices and renewal grace period emails not being sent
- Invoice email sent multiple times to a particular member
Events
- Disabled events no longer displayed in red on events list
- Event registrants list showing wrong membership renewal due date
- Event calendar not scaling when placed in a 2-column layout
- Unable to edit event reminders because of internal error
- Event registration message not duplicated along with rest of event
- Link button styles not appearing in event announcement
- System hangs after clicking Export to PDF button within event registrants list
Payments
- Renewal payment recorded and email sent, but contact record not updated
- ALT tags missing for credit card graphics on payment screen
- Card holder name field in Stripe displays card type
Exporting
- Payments export using wrong date format
- QuickBooks export file includes transactions not within the specified date range
- Wrong donation dates in export file
Other
- Renewal date in admin view using wrong date format
- Problem with updating passwords via import
- Adding a member with existing email generates internal error
- Scroll bar missing from Insert macro window
- Layout issues on Manage group participants screen
- Featured member gadget not displaying member image
- Background image scrolls when applied to Skyline theme through Colors and style screen
- Member directory not displayed properly on mobile devices
- Field values in membership directory not using full column width
- Advanced contact search using Earliest donation date and Latest donation date produces inaccurate results
- Photo album privacy settings being ignored
