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  1. 366 votes

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    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…

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    JPR commented  · 

    Well, I'd say it's a worthwhile but not complete solution assuming that the online payments solution records the donation as a genuine donation by the contact, not as event or membership income. Otherwise, I don't perceive any improvement. For those who want to pay offline, e.g. by check, I can easily enter the payment manually in two parts: a manual event/membership payment and a donation. I see how to include an "invoice memo" as part of the payment instructions, but don't know how to make it appear only for offline payments. The wording that would appear for both online and offline payments would depend on whether the online payer saw the invoice before or after adding the donation to the transaction.

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    JPR commented  · 

    Here's another reason to make paying for a donation like paying for an event or membership: If a user obtains a credit balance for any reason, he/she can apply it toward a donation.

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    JPR commented  · 

    I don't like it. As you have said, the donation as extra is not automatically registered as a donation by the user and visible as such in the member's profile. I am in the middle of converting 70+ donations made in the context of an otherwise free event to true donations. It is taking me days to do it. I will have to avoid donations as extra cost in the future. Having invoices for donations, whether they are pure donations or donations as extra cost, seems to have advantages, including the ability to represent pledges. What is the argument against having invoices for donations?

    JPR supported this idea  · 
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    JPR commented  · 

    I may have started this topic some years ago. I haven't been tracking it in this forum, but it has come back as important to me. I have two organizations that have included donations as extra costs in membership applications and/or event registrations. My problem is, I would like those donations to appear under the contact's list of donations, but they don't. It is possible, but very labor-intensive, for the admin to tweak the WA financial records to separate the donations from the base transactions.
    One possible solution is to recognize donations as a special type of extra cost. When the original membership application or event registration is submitted and its invoice generated (whether that invoice is paid immediately or later online or offline). a separate donation invoice would be generated, essentially a pledge, that could also be paid immediately or later online or offline. The paid donations, and possibly the pledges, would be listed under the contact's Donation tab.

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    JPR commented  · 

    I can't say anything that hasn't already been said in other comments. It would be very valuable to our organization.

  2. 90 votes

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    36 comments  ·  Wishlist » Events  ·  Admin →
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    JPR commented  · 

    I'll add my name to the list of those asking for this. A contact (member or not) should be able to register him/herself for an event and later add one or more guests without re-registering him/herself.
    If this is currently possible, point me to the instructions in the help.
    Then, it would be nice for a contact to be able to register one or more guests for an event even though the contact doesn't register him/herself, e.g. will be out of town that day.

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  3. 6 votes

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    2 comments  ·  Wishlist » Usability  ·  Admin →
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    JPR commented  · 

    I think this requested feature is what I am looking for, namely the ability to create a folder in the website files area, place a number of files into the folder, and link to the folder (not the individual files) in an email or web page. This is not currently possible.

    An alternative is to upload files to a Google Drive folder or similar, and share that folder. I would rather have the files integrated with the rest of our data.

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