Tweaking Member Can Update Credit Card Information for Recurring Pymts
Great that FINALLY implemented! I notice the last four digits of their credit card is now displaying in their member profile as they renew. This is very helpful; Can we also display with that the expiration date?
In regards to sending a notice 2 weeks in advance and when their credit card fails. People nowadays get so many emails I don't think that once notice two weeks in advance is enough. Could we think about a second notice maybe a week in advance for those who haven't acted on the first notice?
When they get those notices and/or when they change their credit card information could the admin have the option to be notified of same? (Eventually a separate recurring payments dashboard might be something to think about for admin to at a glance see the status of recurring payments, who is about to fail, whether they have received notifications, opened their notifications and responded etc.) Thx.
Ed T
shared this idea
Several questions in one thread. Replied in the last comment
-
As I recently wrote in another thread, accepting eChecks is in our roadmap for 2017. We will post updates in related thread https://forums.wildapricot.com/forums/308932/suggestions/8826859
Advanced search criteria should be taken literally - this month. Possibly, we could extend it to current and upcoming month, this looks reasonable — thanks for an idea!
Search for upcoming 30 days won't make sense, since any credit card expires on last day of exp. month. So it will be always 30-31 of Apr, May, June, etc.As for recepients of renewal notifications — this is something we need to think of.
Actually organization contact is contact you set up in Dashboard → Organization. But you can use Routing of system email settings pane to redirect these messages to arbitrary email.Thanks again for posting, we appreciate this!
Oleg,
Product designer @ Payments team -
Ed T
commented
Thx for working this; already my book keeper is doing a happy dance :) Next step accepting echecks PLEASE!
I now see the ability to search by "Credit Card Expires This Month". Is one to take that literally?? ie on March 21 if run you only get to see the 10 days of the month left??? If so would be better if search functionality was for "Credit Card Expires Next 30 days"I did look at the management of the notices of upcoming credit card expiration. I only see member, bundle admin, and organization contact on the renewal policy tab as recipients but not for an admin recipient notice to be turned on/off. Am I missing something?? Thx
-
Hi, Ed
Thanks for feedback, we appreciate this! Following up your comments:
1. Expiration date is a bit more secure information than last 4 digits of credit card. For now, we decided not to display it.
2. We send 2 emails on expiration: first — 2 weeks before the date, second — on date of expiration.
3. By default, admin receives a copy of each expiration reminder (you can tweak this in Renewal policy tab of recurring membership level settings). Besides, administrator can use advanced search to look for contacts with credit card, expiring current month (look for "Сredit card expires this month" criteria)
It's a bit more tricky to get the full status of recurring payments - expired, about to expire, etc - here you idea on dashboard would be really helpful, but let's see what others think about it.
You can also vote for similar improvement here: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827777-auto-recurring-payments-reportThanks again,
Oleg, Product designer @ Payments team
