Occasionally we issue our members credits when they overpay or pay online for event and then become unable to attend. The next time they make a purchase, especially if they pay online, the are unaware of the credit and do not use it. That puts us in a position to issue a refund which we would prefer not to do (because we then take a net loss on the transaction due to the PayPal processing fee).

Is it possible for you to set up invoicing and payments to always indicate on the payment screen that the payer has available credit and allow the user the choice to apply the credit to some or all of the balance due regardless of their paying online or by check or cash?

Thank you.

Gerry Gould

WA provides a nice financial report. It's not all that accurate, since it doesn't account for cash and other non-card payments, nor for events that do not require payments. It's a start, at least for recognizing a trend.

But no such reporting for membership and non-member activity? WA specializes in member organizations!

I've tried using Contacts and Members advanced reporting, but the fields, operators, date ranges, and such just aren't there, or aren't flexible enough to report such important data as:

How many members attended events last year vs. this year?
What was the average number of events attended by Members last year. Ditto for non-Members.
How many non-members attended more than one event last year, and who were they? Ditto for members.
How many registrants did each of many specific events have over the past five years
I'm no longer in charge of analyzing our data, so I've left out a lot of questions I would have if I also had more time or personal need. I'm just noting the total absence of the WA system to address this issue at all. Apparently the only workable approach is to maintain a complex spreadsheet over a period of years, which for many of us is not workable at all.

I have no idea how WA would do this (nor why WA would want to, now that you offer your own card processing system), but it would be helpful, at least as the WA financial reporting system goes. This year, our organization began encouraging Registrants to pay via Zelle, which charges neither party a processing fee. The difference is thousands of dollars in our bank account (paying for our WA account ;-) . Those payments are received instantly and go directly into our account, so they are relatively easy to enter into our books. Yes, we must keep separate books, since we accept checks and cash for many events, or at them. But it would at least help us track trends in our cash levels and flow periodically.

Hello Team,

My client currently using wild apricot for membership management. he can't share account number with me. I tried to export members and financial data from wild apricot account but it couldn't contain stripe customer id and stripe source id field in csv when i export. please can you help how can i get stripe customer id and stripe source id for existing members on wild apricot account, stripe customer id is like "cus_ELVWLyZ0t7CBxD" and stripe source id is like "src_1DsoVTKz8Bu2wmuXrOMgNvZx". please can you help on to get these two field with member export as other system need these two field for recurring payments. thank you in advance.

We offer classes for homeschooling kids. I want to have several upcoming events gadgets around the website showing which classes are starting soon. But I can't do that because it shows all the sessions of a class. So if Class A starts in 1 week and Class B starts in 3 weeks, then I get a gadget full of Class A sessions and Class B never even shows up. So I have to create and continually update manual upcoming events lists on multiple pages and it's pretty tedious. I would love to see a way to show only the first session of an upcoming event in the upcoming events gadget.

Admin express event registration.
* Select the user
* Enter the amount and number of the member's check
* Select the registration type (offline)
* Show a list of matching future events
* Select events to register by checkbox
* Show count and total cost like on member side
* final click to register and settle the lot

User story: A 1000 member organization recording about 8000 registrations per quarter paid by check that is transitioning from offline to online registration.

Loop ergonomics appear to offset the $2000/year savings on WA subscription vs our legacy member & registration provider. In a tight budget regime, board is reluctant to migrate membership and registration from the former provider to WA. We are moving he website.