Re: Wild Apricot payments
When our members renew their memberships, they sometimes subscribe to one of our organization's journals. At present (in PayPal; I am told it is the same in WA Payments), although the itemization shows on the invoice, when it passes through the payments processor (and thus, is downloaded for Quick Books Online), the entire transaction is categorized as "membership dues," and then we need to go back in and do journal entries in QBO to re-categorize anything that is not membership dues (journal subscriptions, donations made with membership renewals, etc.).
Can WA improve functionality of payments processing data so that when the transactions are downloaded into QBO, they are properly categorized to the right line items in our budget? If there is a way to determine how each invoice item is categorized (to set that up in WA), that would be great. It would save a lot of time. Thanks for considering this request.
I also need to know how many members we had at each level in a given year, plus be able to tell for a specific member what years that person was a member (paid dues). This is one example of only maintaining current data values that has given us problems in other areas--for example, we have to use workarounds to maintain historical data on journal subscriptions and additional donations (completed during the membership registration or renewal process), because each year, the new information overwrites the old information.
We have many people who join for one year and then never renew their membership. It would be very helpful if I could provide trend data on memberships: for example, how many people joined in 2015 and renewed in 2016 but not 2017 or 2018? How many joined in 2015 and never renewed their memberships? At present, since I have to aggressively archive lapsed members (because there are so many people joining for one year and then never renewing), I can't get any sense of this information. Thanks!
This is a big jump for us, too. I'm aggressively archiving lapsed members and still hovering close to 500 at all times, because almost doubling the cost of our plan would not fit our budget. I would appreciate an intermediate price tier, also. We already pay one year at a time to get the discount that offers.
We use a calendar-year membership with two levels: $35 and $50. When I send the e-mail blast for renewals (in Nov/Dec), if a member at the $50 level tries to change their level to the $35 level, the level is updated and they are charged $35, but their renewal date isn't changed. So now they've paid $85 for a one year's membership. We do not wish to pro-rate dues. The solution I am seeking would allow them to make a change to their membership level that becomes effective with the renewal (e.g., if you're a $35 member and you change your level, you stay a $35 member until Dec. 31, you pay $50 for your renewal for the new year, and your membership level is changed on Jan. 1).
In the meantime, I'm happy with a workaround that would enable those members who wish to change their membership levels to notify me rather than handling it through the system. (Our membership is small enough to accommodate these manual level changes, and they are infrequent in our organization.) Thanks!