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392 results found

  1. Members to update Credit Card details for recurring payments - e.g. expired card

    We have a membership(subscription) based business (www.studyleadership.com) utilizing your service. Ninety-five percent of our business is based on recurring credit card payments, so managing credit card numbers and expiration dates becomes a huge chore if we have to do it manually.

    Because there is no current interface for our customers to update their credit card information when a payment does not go through, we need to send an email and then get on the phone to gain their credit card info securely. With hundreds of members, this seems to be a very unneeded hassle. It costs us a…

    36 votes

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    Resolved  ·  Team Payments responded

    I’m glad to announce that we have released this update in v. 5.10.

    Any member on recurring level can now update credit card at any time. To prevent recurring payment failures we remind users about credit card expiration 2 weeks before the date (Administrators can customize this email or disable it completely).

    Need to note, that updating credit card works only for Stripe, Authorize.Net, Moneris and PayPal PayFlow Pro payment gateways. For payments from PayPal Standard & Express Checkout update credit card and expiration messages are handled by PayPal itself.

    We have a bunch of other improvements in 5.10. Check out our release notes! https://help.wildapricot.com/display/DOC/Release+5.10

    Oleg, Product designer @ Payments team

  2. 34 votes

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    1 comment  ·  Mobile  ·  Admin →
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  3. Invoice line-item export

    I'm working on a financial report for my organization, and I'm trying to find the line-item detail for all financial transactions conducted through our site (so I can slice and dice the data to illustrate various aspects). Without this, it's not possible to resolve discrepancies in the data and close out our organization's finances.

    I was able to download a report from "Payments and Refunds", however this only shows totals for each invoice and does not show what line items each person is paying for, so I can't break the data down fully. I also found the "Income" report under…

    34 votes

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    6 comments  ·  Finances  ·  Admin →
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  4. Add system status to Admin Dashboard

    If there is a known outage, WA should have a section in the account admin dashboard where it alerts admins of known issues. IE - this week there was an email send outage/issue... if you had posted this in admin dashboard, the admins can see that this is being addressed and not spend needless time trying to figure out why their emails are not sending.

    33 votes

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    3 comments  ·  Dashboard  ·  Admin →
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  5. Export email failures and delivered information to Excel

    It would be nice to be able to export (email log) results for failures and delivered emails. Then I would be able to provide information on WHO received, opened and clicked on an email. This would help with getting 'failures' fixed too.

    33 votes

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    6 comments  ·  Emails  ·  Admin →
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  6. Mobile app for members. Add an ability to edit and cancel registrations

    Members should be able to modify their registration or delete their registration on the member app.

    31 votes

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    6 comments  ·  Mobile  ·  Admin →
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  7. "Finance" section in mobile app for admins (payments, invoices, refunds, reports...)

    This is a topic made by mobile app developers.
    If you need any improvements in financial area for mobile app, go ahead, tell us about it in comments!

    31 votes

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    2 comments  ·  Mobile  ·  Admin →
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    Resolved  ·  Dmitry Smirnov responded

    Finances module is implemented and now the app can help you to:
    – Review aging receivables
    – Sent email reminder about outstanding invoices
    – Capture notes to invoices.
    – Find all financial documents for a member in a single place.
    – Accept credit card payments

    Find out more in the app release notes https://gethelp.wildapricot.com/en/articles/1680

  8. reduce number of emails when renewing online

    When our members renew online, the default is to send them 4 separate emails.

    • one email saying your member renewal has been initiated but not paid yet
    • one email showing the invoice
    • one email showing the payment receipt
    • one email confirming that renewal was completed successfully

    People get so many emails already, and this seems like an unnecessary number for what could be a simple transaction. Is there to combine some of these emails? Maybe the first two could be combined into one, and then the second two could be combined into one, so that they only receive two emails…

    31 votes

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  9. Stripe Credit Card Processor integration

    It would be great if WA could integrate with either Forte, Stripe or Rerun. These are all highly secure credit card processors that can handle reoccurring charges and don't have any monthly minimum or monthly fees.

    31 votes

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  10. Waitlist Export Option

    We need the ability to export our waiting list participants into an excel spreadsheet. Currently it only pulls the class registrants with no option to add or pull the waiting list.

    30 votes

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    15 comments  ·  Events  ·  Admin →
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  11. Allow Renewal Invoice Generation without Emailing

    Currently, renewal notices are automatically emailed.

    Our members are used to getting renewal notices in the mail. Some of them don't read their email; a few don't even have it. So we want to be able to mail out the renewal notices, and not confuse them with an emailed invoice.

    It might not be so bad if the renewal invoice could be customized by itself, but there's only one template for all invoices including events and renewals.

    Anyway, we'd like to separate the options to generate the renewal invoice and to email it.

    30 votes

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    7 comments  ·  Members  ·  Admin →
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  12. move blue tab

    The blue tab that says "help and support" is covering up the scroll bar, please move it away or remove it entirely.

    Thanks!

    29 votes

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    12 comments  ·  Widgets  ·  Admin →
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  13. When a member is automatically archived for non-payment of dues that member should not be able to re-activate their membership by logging in

    When a member is automatically archived for non-payment of dues that member should not be able to re-activate their membership by logging in with their email/password. Or, at least from the global level the organization should be able to choose whether this is acceptable or not. Right now, we will have to check all archived members and individually remove their email to prevent this!

    29 votes

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    15 comments  ·  Members  ·  Admin →
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  14. Provide event name and membership level details in invoices

    Currently, there is no way to report on financial transaction details in WA. I need a way to report by transaction - which event, what membership level, etc in Excel. Currently, the only way to determine this is to export a QuickBooks file and either open in Excel or import into QuickBooks. PLEASE add more financial reporting that gives details of each transaction (opposed to just saying Event Registration or Membership). This is crucial for bookkeeping because we track each transaction by type.

    29 votes

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    18 comments  ·  Finances  ·  Admin →
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  15. Photo Album - add ability to change order of pictures

    When I set up my first album after the new release, I was amazed to find that there was no way to sequence photos that had been uploaded to an album. Via a support ticket I learned that to use the albums to tell a story about an event, one has to preplan all of the photos then upload them in reverse order of the desired display!!!

    Other applications I have used allow drag and drop positioning of photos (just like you do for pages in the site manager) or entry of sequence numbers for each image.

    With over 20…

    29 votes

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  16. Email Template thumbnails

    I am really unhappy that you have removed the ability to put thumbnails up for templates. It makes finding the templates so much easier. I don't understand what possible benefit can come from taking away organizational tools.

    28 votes

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    10 comments  ·  Emails  ·  Admin →
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    Resolved  ·  Dmitry Smirnov responded

    System automatically generates email template thumbnails based on actual content.

  17. Suspend Expired Memberships instead of Archive

    Option to set expired memberships to "suspend" instead of "archive" if membership is not renewed in a specific time frame.

    26 votes

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    5 comments  ·  Members  ·  Admin →
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  18. Do not allow event registrations for members in pending status (e.g. pending new, renewal)

    I know we can now create a registration type for an event and set prices and other information based on the Membership level. It would be nice if we could do the same for Membership status (Active, Lapsed, Pending, etc.) as well.

    Thank you.

    Telly

    26 votes

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    19 comments  ·  Members  ·  Admin →
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  19. Make the question of poll mandatory or optional

    Polls - would like to be able to make the question mandatory or optional. Currently all questions are mandatory.

    25 votes

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  20. Stock control

    Need inventory management to cut off sales when the product is out of stock. Also would be nice to display how many products are available for purchase.

    25 votes

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