Robert T. Richardson
My feedback
4 results found
-
53 votes
We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.
As a first step, we suggest to redesign how level change is working and add prorating there:
- Level would be changed immediately, as now
- Remaining portion of old membership level payment will be applied to new level
- For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications:
- Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…An error occurred while saving the comment -
32 votes
An error occurred while saving the comment Robert T. Richardson commented
Add "Invoice me" to Donations--urgently needed. We stand to lose thousands of dollars if only online payment can be used.
Robert T. Richardson supported this idea ·
-
10 votes
Robert T. Richardson supported this idea ·
-
12 votes
Robert T. Richardson shared this idea ·
I sent a membership renewal blast to 475 members on Dec 8. Membership is by calendar year. So far two members changed their level first (as I had told them), then renewed. But the "renewal" was for the year that ends in 21 days. Had they joined on Dec 8, they'd have been shown as paid for the next year (that's set to kick in on November 15). Please treat "level" changes the same!