Automatically apply credits at payment screen
User account credits to be easily applied or automatically applied to any purchase they make including event registration. Currently there's no one click way for them to apply their credit to their registration. It should honestly automatically happen.
Roger Brooks commented
Wild Apricot provides next to no support for this. Any credit balance available should be automatically settled or at least be available for use against any new invoice. The "Public View" UI only displays the credit balance and does not offer members any options for its disposition. There should also be at least a button to request a refund.
Would really like to have an active credit feature. Testing ran successfully, yet once our customers logged in to pay they were unable to access or see their credit. This will result in the issuance of refunds checks, which is quite the pain when we're encouraging our customers to go paperless!!
Jan Gaudestad commented
It's really difficult for members to pay using their positive account balance as the invoice is generated after the member clicks the button "pay online". The user then has to cancel the online payment, go back into their profile and click "settle" on the invoice and the positive account balance. Since the invoice is not generated before the member clicks "pay online '' there is no shortcut to this invoice settlement; the member has to go into PayPal (which we are using) and then cancel and back to Wild Apricot member profile to settle the invoice.
There should be a 2nd button saying "pay using positive account balance" and this button should be deactivated if the member has a $0 or negative account balance.
I have yet to figure out how a member can pay using a $20 positive account balance if the event they are paying for costs $40. It should be possible to use both a positive account balance and credit card for paying an event.
I have attached the manual I made for our members that is now on our website help menu. This is currently the biggest complaint I get from our members.
Pete Webb commented
The process also needs to allow a contact to choose when to apply the credit. Perhaps there could be an additional payment method option available when defining an event that enables a use credit button at the end of the registration process. This button on the last WA page prior to Affinpay being invoked would enable the purchaser to use their existing credit to be applied to the payment amount for that event before it is sent to affinpay if neeeded.
Paddy Ryan commented
Agree!!!! I do a lot of manual refunding because members can't easily apply credits.
Gerald Gould commented
Occasionally we issue our members credits when they overpay or pay online for event and then become unable to attend. The next time they make a purchase, especially if they pay online, the are unaware of the credit and do not use it. That puts us in a position to issue a refund which we would prefer not to do (because we then take a net loss on the transaction due to the PayPal processing fee).
Is it possible for you to set up invoicing and payments to always indicate on the payment screen that the payer has available credit and allow the user the choice to apply the credit to some or all of the balance due regardless of their paying online or by check or cash?
Kirsten Mackay commented
Allow members to use account credit when they register for an event.
Much easier than registering and then having to go to your invoices to settle. Especially true if you are pay online enabled which requires member to go to credit card screen and cancel in order to register.
completely agree! I've had to resort to refunding members when I would prefer the credit option - but there is no easy credit option!!!
Rebecca Watts commented
This would make life so much easier for our Members.
1) Please correct the registration process to apply deposits to balances so we do not have to constantly log into a registrants account and edit the registration from deposit to full event. This is very time consuming.
2) Please create a file system in email templates so we can file them for easier search if we wish to duplicate or reuse a template.
Jennifer Marx commented
It is SO difficult to SETTLE a payment/refund to apply to another invoice. It is SO hard to find that! Why can't it be an option when you as a form of Payment, right from the invoice window, when there is a credit on the account. "Use credit"?! Instead I search endlessly to find where this available funds went!
Mike Convey commented
We also need this - currently if people have credit in their account and register for a new event, they are charged the full amount of the invoice when they pay only for the event. Their balance on-screen is correct, but the is no practical way for them to only settle their balance (other than the following procedure, which we consider too complicated to ask our members to do "a member needs to log into their profile, to go Invoices and payments tab, make sure that both invoice and unsettled credit/payment are selected and click "Pay online button"")