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Brendan Chard

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  1. 49 votes

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    11 comments  ·  Wishlist » Members  ·  Admin →
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    Brendan Chard supported this idea  · 
  2. 210 votes

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    65 comments  ·  Wishlist » Mobile  ·  Admin →
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    Brendan Chard supported this idea  · 
  3. 373 votes

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    We are happy to announce that a new Text notification service is now available for you, our early adopter group. Check out the new Apps menu in your WildApricot account!


    If you don’t see the new Apps page in the main menu, you may 1. be outside of US / Canada, 2. don’t have the paid subscription, or 3. have multiple accounts we don’t know about. 

    If you want to explore a new Text notification service, contact our support team to enable the new functionality in your Wild Apricot account.


    The setup process is easy, and as always, our team has prepared detailed help articles to address all of your questions.

    We can’t wait to share these new tools with you and look forward to hearing your feedback.

    Brendan Chard supported this idea  · 
  4. 103 votes

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    Brendan Chard supported this idea  · 
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    Brendan Chard commented  · 

    I've found an elegant solution to this for our membership invoices based on a combination of the comments below and the existing "tax" functionality in Wild Apricot Personify.

    First, on the common fields in contacts, create a radio button option where you can set a member's payment preference. In ours, the two choices are "Pay by Check" and "Pay By Credit Card and Pay 3% Service Fee". I've opted to make this an administrative only field, since we generally manage this for our members. But it could just as easily be required a field set by members themselves.

    Next, under Finances -> Taxes. Make a tax called "Credit Card Fee" and set it to whatever percent you want. We use 3%.

    After that, create an override rule further down the Taxes screen to apply the "Credit Card Fee" tax when a common field is set to "Pay By Credit Card and Pay 3% Service Fee."

    Finally, at the bottom of the screen, choose when this tax applies. For us, we are applying it to Membership Invoices.

    When finished the system will now apply the 3% credit card fee (tax) to membership invoices that are created when the contact has the "Pay By Credit Card and Pay 3% Service Fee" option checked on their contact profile.

    This doesn't cover all scenarios mentioned in the comments below. Certainly having a system-wide checkbox to "Pass X% credit card fee to payor" would be awesome. But, This at least solved our problem with adding the fee to member invoices when they pay by credit card.

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