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?
Edie Hofmann
shared this idea
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
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Tim Whitney, CTA
commented
Contacts - Recurring payments active - works! Agree, need same or similar ability under Members.
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Tim Whitney, CTA
commented
"'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.
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Amy Granat
commented
We send out postcard membership payment reminders, and need to filter out members who have elected recurring payments.
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As workaround, you can use Contacts simple search with following text 'Recurring payments active'.
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Wishing Away
commented
As mentioned, adding a filter such as "Recurring membership payment", "Yes/No" would be great?
Is there an existing workaround?
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Evgeny Zaritovskiy
commented
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.
