Peter Punzi
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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…Peter Punzi
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24 votesPeter Punzi
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86 votesPeter Punzi
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An error occurred while saving the comment Peter Punzi
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Has this fallen off the radar? 5 years is a long time to talk about a need that seems critical to most nonprofits. I am frustrated by the way the donation form works as others have been on this thread.
I would Also like to see an option within a level rather than having two levels (one that auto-renews and the other that doesn't). We currently have eight membership levels - which we then have to double and have 16 categories. It would be much cleaner if the customer simply had a check box to select when signing up for a given level. Thanks.