account billing history
Allow WA account administrators to access their payment/billing history online without having to submit a helpdesk request.
I keep asking for this but nothing ever happens. I'm an accountant. I need back-up for your bills. You are given the privilege of automatically having access to our bank account to pay yourselves each month. The least you can do is give me that monthly bill. I have to constantly chase you down for it. It gets old and it wastes my time
Hello. I'm an accountant. We are a non-profit organization. We need back-up on the things we do. I need to have monthly billing invoices from Wild Apricot that coincide with why you are running charges on our debit card each month. I don't want a meaningless receipt that says nothing except you ran a charge for $XXX.xx We need a regular bill every month. Right now I have to put in "ticket" request each month for this which is a waste of my time. At least I get what I need (eventually) and appreciate that but I shouldn't have to constantly chase a Vendor for a bill to justify why they think it is okay to keep scooping out funds from our bank account. See where I'm going on this? Very frustrating. Thank you
Katherine Burton commented
Summary of Billing for the year on Website
National Office Coordinator commented
To add a reciept option once you pay for your subscription of wild apricot where you can print off at any point, in the account section. IT is very difficult to get a receipt from your company
Sharon Gander commented
Capture payments invoice and confirmation of payment as a PDF available in the account management area of the website. Other services can do this.
I'm now waiting more than 7 days to get a copy of a confirmation. I have TWO requests open. One was started (as requested) by emailing email@example.com. I received a ticket number and the statement that they would get back to me "soon". SEVEN days is not soon. So, I put in a ticket through the support system with "billing" as the selection. I received another email with a second ticket number and the same statement that someone would get back to me "soon." So maybe it would be easier to just give the customer the PDF so that billing is not tasked with work that they are capable of doing.