Require membership approval before sending invoice
Two organizations I work with require new members to be approved. Dues are significant, as are requirements for membership. Currently, if a new member is entered in Wild Apricot they are automatically sent an invoice. This is a problem, since it takes some time to review new member requests. Suggest an option if you choose 'Approval Required' then add a sub-option to 'invoice immediately' or 'Invoice after approval'. We currently 'work-around' this with an 'Applicant' level and then change level if they are approved. This is a pain, especially with volunteer (member) administrators.
David Muehlbauer
shared this idea
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Robert Trim commented
This is a simple fix by WA...but no movement on their part. We have members not understanding the membership levels and pick one, sometimes the wrong one, and then pay....the wrong amount. We need a way of intercepting (heads-up) when a member applies and we can fix the problem(s). Accounting wise (and extra transaction fees for the club) to have them re-pay the difference for their mistake. Accurately described as "a pain...for volunteer (member) administrators". Of which I am one.
