Matt Shriver
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11 votesMatt Shriver
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33 votesMatt Shriver
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159 votes
Evgeny Zaritovskiy
responded
No progress
Matt Shriver
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47 votes
Team Payments
responded
Due to priorities shift we had to put this issue on hold.
We’ll post any updates as we have themOleg, Product Owner @ Payments crew
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38 votesMatt Shriver
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3 votesMatt Shriver
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An error occurred while saving the comment Matt Shriver
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202 votesMatt Shriver
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An error occurred while saving the comment Matt Shriver
commented
Another challenge to this workaround is that it does not provide effective receivables tracking. Therefore we can't manage the unpaids effectively.
An error occurred while saving the comment Matt Shriver
commented
Ed-
Thanks for pointing out that limiting factor.
Jim
An error occurred while saving the comment Matt Shriver
commented
Teri- Thank you so much for offering that workaround ... I've been calculating just how long it would take me to initiate the renewals one-by-one, and the resulting effort seemed gargantuan given our census. Thanks! Jim
An error occurred while saving the comment Matt Shriver
commented
Yes, correct, we do not offer online payment - so every member writes a check.
Getting everyone to renew online is also a challenge for a variety of reasons:
1) they have changed their email address but not updated it (so our request to renew online goes unanswered);
2) they ignore or simply refuse to perform the process (and will ultimately send the check anyway);
3) they use an older browser that is not supported by WA, so they cannot accomplish the renewal task (and will ultimately send the check anyway).
An error occurred while saving the comment Matt Shriver
commented
We have ca. 350 member renewals that we wish to "push" to each member rather than expect them to login and initiate themselves. Pushing a renewal invoice to them is highly desirable by every member, too.
Current functionality requires that we initiate a member's renewal one by one.
I need to communicate with a subset of members who still owe an installment payment for an event. The balance amount's value is indicative of whether they have paid the installment or not. By isolating those that have not yet paid it (i.e., their balance amount is $XX.00), I can create one email requesting payment that is tailored to each of them.
Lacking this search criteria capability, I had to export the whole list of members meeting most of the criteria, sort the data in Excel, highlight those I needed to communicate with, and then - one-by-one - create an email to each (using copy and paste of email text that included macro fields for names).