Team Payments
My feedback
44 results found
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114 votes
Concurrent membership is not something easy to implement - it would require fundamental redesign of how membership works in WA. However, I have couple of thoughts here that I wanted to hear your feedback on.
As I understand, there are 2 sides of the problem:
1. Collecting additional dues for services. E.g. Member is associate and board member, so you need to collect both dues.
- This can be addressed using our extra fields functionality. Maybe it's a bit clunky, but it should work. E.g. setup associate member as primary membership and add extra charge checkbox for being a board member.
- You can easily filter down any members you need with advances search by that extra field.
2. Setting correct permissions on website pages - here there's no workaround we could suggest, but adding permissions based on saved searches seems to feasable option.
Am I missing something? Will the…
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92 votes
An error occurred while saving the comment Team Payments
commented
No news here. Not likely we will take this in progress anytime soon.
Oleg, Payments team
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239 votes
An error occurred while saving the comment Team Payments
commented
Tennis, thanks for keeping an eye on Wild Apricot improvements. Installment payments is a separate beast from what you have mentioned and will have to be addressed later.
Oleg, Payments team
An error occurred while saving the comment Team Payments
commented
No updates/timeline here.
Oleg, Product owner @ Payments team
An error occurred while saving the comment Team Payments
commented
@Paul,
This is one of the nearest features in our stack, and we have started some preliminary analysis here. No decision on scope and timeline yet, but we will post it to this thread as we have something to share.
Oleg, Product designer @ Payments team
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51 votes
An error occurred while saving the comment Team Payments
commented
I understand your frustration, Dustin, sorry about this. But I'm afraid we do not plan fixing this in the nearest future.
Oleg, Product Owner @ Payments Team
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68 votes
An error occurred while saving the comment Team Payments
commented
No expectations here yet, sorry about this.
Oleg, Product owner @ Payments team
An error occurred while saving the comment Team Payments
commented
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
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74 votes
An error occurred while saving the comment Team Payments
commented
@Gregory,
1. We always have to balance between different features to work on having limited resources. Right now we are just focused on another stuff.
2. Techincally, we're not ready to accept ACH payments. These are different beasts than credit card payments (the main difference is that payment confirmation comes in several days, not seconds). We have to prepare our payments architecture for such types of payments first. This is something that is still in works right now.
Oleg, Product owner @ Payments team
An error occurred while saving the comment Team Payments
commented
Michael,
No progress here yet, neither is anticipated in nearest future.
Oleg, Product owner @ Payments team
An error occurred while saving the comment Team Payments
commented
Thanks for posting this, Alex
a) We plan to finish architectural updates of WA payments system by the end of this year. This will allow us to release a number of requested payment method updates, including ACH payment (but no promises here - it's still a bunch of work).
b) Until then, you can record ACH payments manually in WA using approach you suggested. You will still need to create a manual payment record for such payment though, and there's no need to turn off online payments.
Oleg, Product Designer @ Wild Apricot
An error occurred while saving the comment Team Payments
commented
I understand your frustration, Charlotte, but no estimates at the moment - I don't want to give any false promises.
Oleg, Product Designer @ Payments team
An error occurred while saving the comment Team Payments
commented
Thanks for sharing, Ed.
This looks reasonable, however, we'll collect more comments before going on.Oleg @ Payments team
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366 votes
We're considering to take Donations during registrations/applications into development right now, but during analysis of the feature we ran into an issue where we would love to hear your feedback.
Essense of question: how would you like donations during applications or registration to be processed for offline payments (when your member/prospect decided to get an invoice and pay later)?
Some more details:
We can implement donations during event registrations/membership renewals for online payments - not a problem.
But when we're talking about offline payments, straighforward solution seems to be a bit expensive - we don't have invoices for donations or pledges yet.
So right now we're considering going on with straighforward online payments solution (donation will be added to payment transaction) and for offline payments - just include an invoice memo to buyer to add $XXX to his payment as donation for event/membership he has selected.
This way administrators would…
An error occurred while saving the comment Team Payments
commented
Hi, Stephen!
That's a good idea, however we don't have anything ready at the moment.
Oleg, Product owner @ Payments team
An error occurred while saving the comment Team Payments
commented
Thanks for comments, Brandon!
Oleg, Product Designer @ Payments team
An error occurred while saving the comment Team Payments
commented
Currently our system doesn't have any direct ways of collecting gratuity/tips during event registration. You can use a workaround by adding extra charges fields, but these are included into overall invoice and taxed.
Here is what one of our users wrote on this:1. There is no way to apply a set, specific gratuity to parties, which is problematic when folks make large reservations or reserve for events and are able to pay via this system. If they've already paid, there's no guarantee that they will one, assume they need to leave gratuity, two, bring cash for gratuity. In essence, this hurts the service staff.
2. If we apply a set rate on the fixed price for gratuity, we can't allocate the tax not to be charged on the amount of gratuity. Legally, gratuity can not be taxed, but your system is unable to separate the two.
Do you collect gratuity for your events? Do you use/plan to use Wild Apricot for this? How would you prefer this organized?
Any ideas welcomed! -
3 votes
An error occurred while saving the comment Team Payments
commented
You can add {User_ID} macro explicitly to the invoice template, this way it will be always shown.
This will affect only invoice emails though.
System will still show names instead of User ID on invoices in public profile or in admin backend.Oleg, Product Owner @ Payments team
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6 votes
An error occurred while saving the comment Team Payments
commented
Thanks for such an elaborate comment. Completely agree with you, that in your complex setup, shutting down WA finances makes sense. At least until we start handling Installment Payments correctly.
Actually I think we will use your setup for analysis of this issue :)Oleg, Product Owner @ Payments team
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11 votes
An error occurred while saving the comment Team Payments
commented
Walt, you can turn off automatic invoice sending in Invoice and receipt settings. To do so, just uncheck "Send invoices for pending payments" option.
Oleg, Payments team @ Wild Apricot
An error occurred while saving the comment Team Payments
commented
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 CrewAn error occurred while saving the comment Team Payments
commented
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
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9 votes
An error occurred while saving the comment Team Payments
commented
@Harris,
Address verification is performed by 3rd party Payment gateway, and it's a part of standard fraud-protection procedures. WA is not involved here. The only thing I can suggest is for you to can contact your WA site administrator to find out which payment gateway is used.Oleg, Payments team
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83 votes
An error occurred while saving the comment Team Payments
commented
Hi, @Pamela!
Any activity here will be after integrating with QuickBooks Online first, but at the moment we have no progress planned for both.
Oleg, Product Designer @ Payments Team
An error occurred while saving the comment Team Payments
commented
Hi, Calum!
In the feature you mentioned we cover more scenarios, like proper accounting for different events. However, it's still a general spreadsheet that you need to manually import to Xero. I'm not sure if export improvements will help you here - need to check your problems in more details
Oleg, Product designer @ Wild Apricot
An error occurred while saving the comment Team Payments
commented
@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
An error occurred while saving the comment Team Payments
commented
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-ExportinginvoicesHope this helps
Thanks,
Oleg, Product designer @ Payments team -
27 votes
An error occurred while saving the comment Team Payments
commented
@Lynn,
No progress planned here for at least a year. We will post any updates right to the thread as we start any activity here.
However could you please elaborate you last comment? Do you want several accounting codes in a single invoice? Or just want to have Accounting codes/Classes in WA? What kind of incomes do you want to account differently for?
Oleg, Product designer @ Payments team
An error occurred while saving the comment Team Payments
commented
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
An error occurred while saving the comment Team Payments
commented
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
An error occurred while saving the comment Team Payments
commented
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
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32 votes
An error occurred while saving the comment Team Payments
commented
@Paul,
You will be able to find all donations, say, for Saving the bears - right in donations list (when 5.12 release will be fully rolled out). You can also use export donations and filter export files for donations for Saving the bears.
But there's no way to find such donors (as opposed to donations) or send them an email from WA at the moment.
Oleg
Product designer @ Wild ApricotAn error occurred while saving the comment Team Payments
commented
@Nabeel,
At the moment there's no way to search custom donation fields except export.
Oleg, Product designer @ Payments team
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112 votes
An error occurred while saving the comment Team Payments
commented
Camille, you can use this article for reference to work with widgets: https://help.wildapricot.com/display/DOC/Adding+Wild+Apricot+functionality+to+other+websites?from=5oblB
However, it requires opening 2 paid WA accounts just for this. If one of your payment providers is PayPal, it will be simpler to add "Pay by PayPal" button on some pages and use PayPal as secondary payment provider, and setup another one in WA itself.
Thanks,
Oleg, Product designer @ Payments team -
25 votes
An error occurred while saving the comment Team Payments
commented
@George, you can setup membership level renewal policy so that invoice will be automatically voided along with suspendning memberhip. See more in this help article: https://help.wildapricot.com/display/DOC/Membership+renewal+settings#Membershiprenewalsettings-Automaticallydeletingmembershiprenewalinvoices
Do you actually need voiding invoice instead of deleting it?
Oleg, Product designer @ Payments team
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101 votes
An error occurred while saving the comment Team Payments
commented
Thanks for elaborate comment, Crystal!
So, if using bulk invoicing, do you see it as sending exactly the same invoice (same line-items, amounts) for each team (so only billing person will be different)?
An error occurred while saving the comment Team Payments
commented
Hi, Crystal!
Could you please elaborate what kind of invoices do you want to issue in bulk? It seems that you could use some of our automations (e.g. membership renewla), but to give a proper suggestion I need more details.
Oleg, Product designer @ Payments team
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4 votes
An error occurred while saving the comment Team Payments
commented
Thanks for sharing, this looks reasonable. Are you meaning Income report?
Oleg, Product designer @ Wild Apricot
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86 votes
An error occurred while saving the comment Team Payments
commented
Hi, Becky
Thanks for bringing this up again and sorry for a late reply.
We have started development of related improvement — donation form customization, which will allow to have multiple independent donation forms.
This doesn't cover your request completely, but I hope it will help with p. 1.
Please follow this thread for updates: https://forums.wildapricot.com/forums/308932/suggestions/8826829Oleg, Product designer @ Payments team
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47 votesTeam Payments
responded
Due to priorities shift we had to put this issue on hold.
We’ll post any updates as we have themOleg, Product Owner @ Payments crew
An error occurred while saving the comment Team Payments
commented
Matthew, it is a good idea, thanks for your suggestion. I will discuss about it with our developers and if we are able to make this, we will add this option in the feature.
Nadya, Product designer @ Payments team
@Matt, have a look at Calculated extra charges for membership levels - they seem to fit your scenario perfectly: https://gethelp.wildapricot.com/en/articles/136#calculated
Oleg, Payments Team