Ed T

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  1. 126 votes
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  2. 8 votes
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  3. 2 votes
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    3 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →
    Ed T commented  · 

    Thx for working this; already my book keeper is doing a happy dance :) Next step accepting echecks PLEASE!
    I now see the ability to search by "Credit Card Expires This Month". Is one to take that literally?? ie on March 21 if run you only get to see the 10 days of the month left??? If so would be better if search functionality was for "Credit Card Expires Next 30 days"

    I did look at the management of the notices of upcoming credit card expiration. I only see member, bundle admin, and organization contact on the renewal policy tab as recipients but not for an admin recipient notice to be turned on/off. Am I missing something?? Thx

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  4. 26 votes
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    6 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Ed T commented  · 

    A Must

    Ed T commented  · 

    We have a six session program but WA can only take attendance at the first session - need to have the functionality to take attendance for each session separately so that we can reach out to people who were unable to attend, get them materials they have missed and otherwise make sure they succeed and we don't lose them

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  5. 31 votes
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  6. 15 votes
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  7. 10 votes
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  8. 7 votes
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  9. 5 votes
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  10. 12 votes
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  11. 16 votes
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  12. 11 votes
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  13. 3 votes
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    Frank responded

    This is really interesting and something we have thought about in the past. Would love to hear more comments from everyone.

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  14. 4 votes
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  15. 6 votes
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  16. 17 votes
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  17. 14 votes
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  18. 9 votes
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  19. 8 votes
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  20. 49 votes
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    37 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →
    Ed T commented  · 

    I have long thought that having the ability to have recurring payments taken out of the customer's checking account via ACH would solve a number of problems. First and foremost no more needing to chase down members because of credit card expirations and secondly the costs per transactions should be significantly less. I assumed that for WA to implement this would be a major production if not impossible and kind of gave up on the idea. However, I have tooled around and low and behold the functionality is essentially already in place!!
    My auth.net account has two features that allow this to take place; e-checks have been enabled (costs $10 per month) as is the "customer information manager" Soooooooo if I have a member who has recurring payments enabled via a previous credit card payment in WA, if I go into the Auth.net CIM I can look up their profile and guess what - change the preferred payment method from credit card to check. All I need to do is give the routing number and account number and save. Going forward the next time a payment is due it automatically comes out of their checking account!!
    So clearly it can be done - If only WA would provide an option to send ACH information rather than credit card information to auth.,net when a member first signs up for recurring payments life would be wonderful. I calculate that I can cut my transaction fees in half and never have to worry about expiration dates (unless of course someone changes their bank but how often does that happen)

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