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7 results found
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Past Donations
When a logged-in member clicks on "Edit your member profile" and then on "Invoices and payments," information about past donations IS NOT INCLUDED, but it used to be, a few years ago. We DESPERATELY need this restored so a member can see how much s/he gave in the past, to help decide what to give again. Most of our donations are by check, so I don't see how PayPal/AffiniPay figures in (we still use PayPal).
2 votesFixed in 7.7 release.
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filter by gift date on donation list (for exporting)
I do acknowledgments via mail merge and I send donations reports to my treasurer. Right now I export donations (ALL OF THEM) because there doesn't seem to be a way to filter by date for this week or this month or any custom period. I spend a lot of time filtering by custom fields and removing old gifts. This seems like a basic thing. Is it there and I am missing something?
1 voteReleased in version 5.12: https://help.wildapricot.com/display/DOC/Release+5.12
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total donations between dates
Hi,
I am needing to create end of financial year receipts for members & donors, I see there is a field that lists total donated, however that will be a lifetime total.
Can an advanced query system be introduced to list donors that donated between certain dates, and the total amount of donations they provided between those given dates? i.e. (1 July and 30 June)?
3 votesWe have published this update together with some donation reports improvements in 5.12 release.
You can now filter and report on donations by daterange, as well as using any dropdown or radio button field. -
PDF for the official tax Donation Receipt
We are just in the midst of switching over to wild apricot and I was very disappointed that when donations are made there is no option to send the official tax receipt as a PDF as it is not secure to send it as an email since it is too easy to change up the donation amount and date ect. Our current system sends an email after donation had been received thanking them and then letting them know they will receive a their tax receipt in another email attached as PDF please see email below
Dear xxxx:
Thank you for…33 votesWe have released the functionality of directly getting PDF of financial documents (Invoices, Donation receipts) in recent 8.10 release. As of now it's just a PDF of email, but we plan to make it separate customizable document in future versions.
See more in release notes: https://gethelp.wildapricot.com/en/articles/2870
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Customize contact fields to include on donation form
Hi guys.
Would it be possible to make the donation function page's contact fields editable, much like the current page that allows people to sign up for the email newsletter?
Right now, it defaults to all required contact information, which makes sense for anyone applying to our organization for membership or registering for an event, but does not make sense for people who only want to donate to us.
Thanks!
Nathan23 votesThe feature was published in 5.11. Thanks a lot for everyone, who participated in this thread.
Will waiting for your feedback.Nadya, Product designer @ Payments team
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Donation email
Have an option to send a copy of the donation receipt email to the administrator when it is sent to the donor.
1 vote -
Recurring donations
Current behavior:
Wild Apricot only supports one-time donations.Workaround
Use Membership application form since it is possible to setup a membership level like 'regular donor' with automatic recurring payments.
Desired behavior:
Support recurring donations directly.135 votesRecurring donations finally went live – for all clients using Wild Apricot Payments.
Enable feature in donations settings and start collecting dues automatically!
You can read more on how to work with it in our help article here: https://gethelp.wildapricot.com/en/articles/1676
Feel free to share any feedback
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