Team PaymentsAdminTeam Payments (Payments and Finances features, Wild Apricot)

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  1. 35 votes
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      Work in progress  ·  23 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →

      Hi, Michael

      This will work for Authorize.Net. And not for PayPal Pro unfortunately due to technical reasons :(

      Oleg, Product designer @ Wild Apricot

      Hi, DBP!

      We have finilized development here and waiting for upcoming release — 5.10 Darina Apricot (late Feb - March).
      Sorry for late update.

      Oleg, Product designer @ Wild Apricot

      This is in progress right now and will be likely included into 5.9. release.

      Oleg, Product designer @ Payments team

      Sounds reasonable.
      We were going to update status display a bit when we start actual development and we will include this as well.
      I'll share updates as we have them.

      Stay tuned!

      Oleg, Product designer @ Payments team

    • 18 votes
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        Collecting comments  ·  12 comments  ·  Wishlist » Integration  ·  Flag idea as inappropriate…  ·  Admin →

        @Robert, If you want to integrate with Zipbooks, it's better start a new thread, so that other users could find and vote for it.
        And you are right about using CSV export as starting method of transferring data from WA.

        Oleg, Product designer @ Payments team

        Jon, thanks for reaching us out.

        Currently, we don't support Xero, neither we have any exact plans on this.
        As a workaround I can suggest export/import of contacts and invoices using CSV format as described in Xero articles here: https://help.xero.com/ImportExport and our help here: https://help.wildapricot.com/display/DOC/Invoices#Invoices-Exportinginvoices

        Hope this helps

        Thanks,
        Oleg, Product designer @ Payments team

      • 3 votes
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          3 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

          Thanks for comments, Stuart.

          I completely share your thoughts on WA focus. At the moment we have no plans for full-stack accounting in WA, but this is what some of our customers ask for — that's how this thread appeared.

          Oleg, Product Designer @ Payments team

          Thanks for sharing, Edgar.
          I've renamed suggestion to be more self-explaining. Meanwhile, could you please elaborate to what kind of detail do you want to keep accounting in WA? E.g. what overheads to record, or what chores do you want to automate?

          Oleg, Product Designer @ Wild Apricot

        • 7 votes
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            Collecting comments  ·  1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

            Thanks for comments, looks reasonable.

            Oleg, Product designer @ Payments team

          • 2 votes
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              1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

              Hi, Trish

              We have no plans for purchase order numbers in the nearest future. Let's see what others say about this suggestion.

              Oleg, Product Designer @ Payments Team

            • 42 votes
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                15 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                @Charles, thanks for sharing. This makes total sense.

                Oleg, Product Designer @ Payments Team

                @Charles, thanks for your comment and sorry for late reply - I missed it initially.
                Could you please elaborate your comment? What do you want to get from this report? Do you want to filter only event's financial data? Or do you want to improve event registrants export?

                @Tabatha, thanks for sharing, appreciate this.

                Oleg, Product Designer @ Payments Team

              • 3 votes
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                  2 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →

                  Thanks for sharing, Peggy

                  There's no workaround for this, except that if you don't need donation receipt letter separately, you can copy/paste contents of confirmation email there. This way you will get all the macros as in confirmation email.

                  By the way, we are thinking of removing one of the emails, since they look pretty much the same. What do you think about it? Do you need them separately or single confirmation email will be enough?

                  Thanks,
                  Oleg, Product designer @ Payments team

                • 8 votes
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                    Collecting comments  ·  7 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                    Harley, could you please elaborate what's the problem with invoices in your scenario?
                    If I got you right, you don't want to keep unpaid invoices for registrations. Do you want to keep registrations then? May be this idea is more relevant: https://forums.wildapricot.com/forums/308932/suggestions/8826850 ?

                    Thanks,
                    Oleg, Payments Crew

                    Not generating invoices means that you won't be able to track payments in Wild Apricot - neither for events, not for anything else - otherwise you will get weird over-payment situations, etc.
                    I'd be grateful, if you elaborate why you want to track event payments the way yo want. Is there something missing in WA for this?

                    We also have a related thread https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826691-do-not-mark-as-free-events-which-involve-expense, which suggests some workarounds - may be this will be helpful as well.

                    Oleg aka ONe Apricot @ Payments team

                  • 23 votes
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                      Collecting comments  ·  14 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                      Hi, Alex

                      There is no way to import historical transactions yet, but in upcoming 5.9. release there are significant improvements in API, related to managing finances. So, according to our API developers team, you will be able to create invoices, payments and donations via API.

                      Oleg, Product designer @ Payments team

                    • 20 votes
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                        Collecting comments  ·  13 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →

                        Thanks for comments, Karl

                        The donation form isn't customizable yet, so it might include some extra fields. While this issue is still in stack, I can only suggest you to rethink strategy about what to keep in common fields and what - in member-only fields.
                        Besides, you can mark some common fields as admin-only. In this case nobody except admins can access them (if your contacts do see them - please contact our support for assistance).
                        More details on field management here: https://help.wildapricot.com/display/DOC/Customizing+database+fields

                        Oleg, Product Designer @ Payments team

                      • 2 votes
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                          Collecting comments  ·  1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • 1 vote
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                            1 comment  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →

                            We already support number of payment providers that accept major credit cards in EU, e.g. Authorize.Net, Stripe or Paypal. Full list of supported payment providers is here: https://help.wildapricot.com/display/DOC/Online+payments#Onlinepayments-supportedsystems

                            Ogone (or Ingenico) is not in our plans right now.

                            Oleg, Product Designer @ Payments Team

                          • 4 votes
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                              Collecting comments  ·  2 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →

                              Take a look at Featured members gadget (https://help.wildapricot.com/display/DOC/Featured+member+gadget) - it was created specially for situations like yours.
                              You can either show members of certain level or create a fine-tuned saved search to select members to show. See help or consult our Support team for more details

                              Oleg, Product designer @ Payments team

                            • 7 votes
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                                6 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →

                                Thanks for pointing this out, Carey.

                                This is entirely possible, though I'm not sure adding an extra setting is a best option here. I'm thinking of disabling these emails completely in favour of WA payment receipts.

                                What do you think on this?

                                Oleg, Product designer @ Payments crew

                              • 11 votes
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                                  Collecting comments  ·  3 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                                  Hi!

                                  Thanks for such a detailed comment, it makes perfect sense. If having different levels for members of single organization is not critical for you, I think even our current realization of bundle will help:
                                  - to get single renewal invoice based on number of bundle members just add calculated extra cost field to membership with price for each extra member. So you will get single renewal invoice for bundle admin for all members.
                                  More in this help topic: https://help.wildapricot.com/display/DOC/Extra%20membership%20costs#Extramembershipcosts-Addingcalculatedextracostfields
                                  One point here: you will have to verify that extra cost field is filled with correct number of bundle members manually.
                                  - except having single membership level, bundle members are fully independent from each other: they all have different profiles, can register for events individually, participate in forum/blog discussions, etc.

                                  To have a single invoice for event registration you will need to register all "extra" registrants as guests. In this case you will get a single event registration invoice.
                                  More in this help topic: https://help.wildapricot.com/display/DOC/Guest%20event%20registration#Guesteventregistration-Guesteventregistration
                                  Here you will need to add all guests at once. If someone changes his mind, or you need to add another member - only administrator can help here.

                                  As for others, requesting this feature - let's see if someone supports this. The idea is public :) I personally feel that it's pretty special case, though very similar to number of other requests we already have.

                                  Thanks for elaborate comment.

                                  Did I get you right that you want to bill organization members belong to instead of members themselves?
                                  Will bundles work here if we allow having different levels for each bundle member, but all fees will be still paid by bundle admin? Or do you want to select members' invoices each time individually?

                                  Oleg, Product designer @ Payments team

                                • 2 votes
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                                    3 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →

                                    Good point, thanks for pointing this problem for us. Let's see what others say about this

                                    Oleg, Product designer @ Payments team

                                  • 2 votes
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                                      1 comment  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →

                                      Hi, Shannon!

                                      Could you please elaborate what you mean here? Your idea is too vague at the moment

                                      Thanks,
                                      Oleg, Product Designer @ Payments Team

                                    • 5 votes
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                                        1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                                        Adding such kind of reports would require full bookkeeping in Wild Apricot - not only income, as now, but expenses and assets as well. Not sure this will happen any time soon

                                        Oleg, Product designer @ Payments team

                                      • 25 votes
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                                          Collecting comments  ·  9 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →

                                          Hi, Liz

                                          Thanks for elaborate comment.

                                          Some payment gateways require billing address, some allow customization of required information for each merchant, like yours, etc. Currently, we use unified payment page for all variations of all gateways. This is simple, but not very user friendly solution, indeed.

                                          This problem is in our backlog right now, but no estimates yet.

                                          Oleg, Product designer @ Payments crew

                                        • 2 votes
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                                            1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                                            Catherine, could you please elaborate your comment?
                                            E.g. what do you mean by consolidated reports? Why do you want to manage payment to outside vendors within WA instead of specialized accounting software like QuickBooks/Xero?

                                            Oleg, Product designer @ Payments team

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