Greig Holder
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Evgeny Zaritovskiy
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No progress
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143 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…Greig Holder
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An error occurred while saving the comment Greig Holder
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361 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…
Greig Holder
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An error occurred while saving the comment Greig Holder
commented
Current Behaviour
During the self-service membership renewal process, a member is not presented with an option to donate. The same is the case with membership applications. Desired Behaviour
Include the ability to automatically present the donation form during membership renewals and applications. Why
Improve the number of donations. If presented with the option to donate at application or renewal time, more will choose to do so. If they have to go to a separate page on the website to donate, they won’t do it as often.
I agree that the better long-term solution would be multiple payment terms for the same level.
I was trying to accomplish that within the current WA capability and bumped up against the situation that caused my post. But my approach also causes an increase in the number of levels we need to administer.