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Find members with Auto-recurring payments

Because WA does not handle batch paper invoices, I have to create a mail merge document. Problem is that I do not want to paper invoice anyone that is set up on recurring payments. Any options for getting a report of those that are set up on auto-recurring payments?

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Edie Hofmann shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
Resolved  ·  Team Membership responded  · 

Released in version 5.12: help.wildapricot.com/display/DOC/Release+5.12

A new search criteria has been added allowing you to search for members with recurring payment profiles.

Astra crew @ Wild Apricot

6 comments

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  • Tim Whitney commented  ·   ·  Flag as inappropriate

    "'Recurring payments active" only works with Contacts. Would be nice to have this also work with Members. Would be nice to have a selection within Advanced search to find this special list of Members.

  • Amy Granat commented  ·   ·  Flag as inappropriate

    We send out postcard membership payment reminders, and need to filter out members who have elected recurring payments.

  • Anonymous commented  ·   ·  Flag as inappropriate

    As mentioned, adding a filter such as "Recurring membership payment", "Yes/No" would be great?

    Is there an existing workaround?

  • Evgeny Zaritovskiy commented  ·   ·  Flag as inappropriate

    What about adding new search criteria into advanced search - something like "Recurring membership payment", "Yes/No"? Using the criteria, admin is able to filter contacts and export them.

    Would like to hear if this can be useful.

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