Processing credit cards when admin manually enters transactions [4427]

Last post 12-14-2011, 3:56 PM by Chief_Apricot. 34 replies.
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  •  07-18-2008, 12:31 PM 8695

    • WWWendy is not online. Last active: 07-29-2008, 12:27 PM WWWendy
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    Processing credit cards when admin manually enters transactions [4427]

    Requesting the ability to incorporate the PayPal API as an Administrative Feature. 

    Reason why:

    We have many members who mail in an application and would like us to charge their credit cards.  While we can do that with PayPal, the transactions are not stored in our WA database.  We like the idea of an "all in one solution" and hopefully this request won't be too difficult to implement.

  •  09-22-2008, 8:17 PM 9671

    • pstrom is not online. Last active: 01-12-2012, 3:57 AM pstrom
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    Processing credit cards when admin manually enters transactions [4427]

    We frequently have members who order by phone or in person during an event and wish to pay by credit card. It isn't practical to have them go online during an event, especially if that event has already closed to registrations. On our previous meeting management platform, simply had them fill out a form with all necessary information, an administrator entered the transaction by the following morning, and  the data form was shredded as soon as the transaction was confirmed.

    We DESPERATELY need a practical way to accomplish this in Wild Apricot. We have created a hidden event for the purpose, but the steps required to use it are awkward, convoluted, inconvenient, time-consuming, and prone to error:

    1. As administrator, change the member's password to a temporary one for the purpose.
    2. Make the artificial event visible and if necessary, add a registration item in the amount to be charged.
    3. Log off, then log back on as the member, using the temporary PW. Navigate to the artificial event, register, pay with credit card, and log off.
    4. Shred member's credit card information.
    5. Log on as administrator, navigate to the event and hide it.
    6. Notify the member, that it will be necessary for them to click Lost Password and create a new one next time they visit the website or register for an event.

    SURELY, you can devise a better system that this!

  •  09-22-2008, 8:44 PM 9672 in reply to 9671

    • pstrom is not online. Last active: 01-12-2012, 3:57 AM pstrom
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    Re: Credit card transactions entered by administrator

    Forgot to mention that you had previously suggested we manually add the attendee via the admin console and record it as a manual payment transaction. This does not solve the problem -- we are still left with no means of creating the transaction. Paypal's virtual terminal would solve the problem, except that it is way too expensive at an extra $30 per month for the needed 4-6 monthly transactions.

    WA's difficulty with this issue seems to be the assumption that sensitive financial data would need to be stored somewhere and you do not want it stored on your servers, but there is no need for you to store credit card info once the transaction is entered and confirmed. Apparently, you do not store it on registrations made by members; there is no need to store it just because the registration was made by an administrator on a member's behalf. Indeed, if entered through Paypal, the transaction itself is not even made on WA. All we need is the access to the Paypal payment page -- the same page the member would use for a standard transaction.

  •  09-23-2008, 9:51 AM 9679 in reply to 9672

    Re: Credit card transactions entered by administrator

    Pstrom - we totally understand the need for this feature. And you are right - storage sensitivity is a separate point.

    Let's see how other clients weigh in so that we can prioritize this.


    Dmitry Buterin, Chief Apricot
  •  11-19-2008, 3:09 PM 10286 in reply to 9679

    • pstrom is not online. Last active: 01-12-2012, 3:57 AM pstrom
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    Re: Credit card transactions entered by administrator

    For the benefit of others struggling with this problem, here is a workaround we just started using:

    We added a page, titled “…,” which is normally hidden to all but administrators. I must make it visible, log on as a member to use it, then log back on as administrator to hide it again. This is actually a Donor page, which I have repurposed to allow me to enter credit card transactions for registrants without having to emulate them (thus avoiding the necessity of changing their password). It’s not quite as awkward a procedure as the previous one, but is still a pain in the butt. WA has not yet moved on creating a more practical way for an administrator to enter a credit card transaction on behalf of a third party who has provided the required card information.

    Jim Sympathy added:

    You can also keep this "donor" page visible at all times but only to a selected group of individuals:
    - Create a new group and add the allowed members who should have access to this page
    - Add a new restricted access section page and grant access to this group only.
    - Make the "donor" page a sub-page of this restricted access section page.

    Only logged members in that group will be able to see that page. (Will still be a pain, but at least you have now eliminated the need to show / hide the page each time).

    I will make that change this weekend.

  •  05-30-2009, 1:15 AM 12771 in reply to 9679

    Re: Credit card transactions entered by administrator

    What's the latest on this issue. 

    Have you thought about just adding a button to the Admin page that will send the admin user to the same page a user sees when they are filling out an application or event registration form?  You would need some code added to handle the navigation and know how to handle the payment data coming back from the portal the website uses, but seems like you could just piggy back off a system you already have.  Is this possible?

  •  05-30-2009, 7:25 PM 12790 in reply to 12771

    Re: Credit card transactions entered by administrator

    No question that this is possible and necessary, just a question of prioritizing it against all other items on our list.

    Dmitry Buterin, Chief Apricot
  •  01-06-2010, 1:37 PM 15962 in reply to 12790

    • Meagan is not online. Last active: 12-21-2011, 10:51 AM Meagan
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    Re: Credit card transactions entered by administrator

    We need this function too... paying on behalf of members is a PAIN!!!! in the butt!!!!
  •  01-11-2010, 10:00 PM 16083 in reply to 8695

    • jloranger is not online. Last active: 11-29-2010, 9:46 AM jloranger
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    Re: Processing credit cards when admin manually enters transactions [4427]

    I would ad my vote to this functionality.

    Justin Loranger
    Executive Secretary
    Maine Arborist Association
  •  01-14-2010, 3:36 PM 16152 in reply to 9679

    • Anonymous

    Re: Credit card transactions entered by administrator

    This is being moved back to the wishlist for the time being.
  •  01-14-2010, 3:59 PM 16158 in reply to 16152

    • Meagan is not online. Last active: 12-21-2011, 10:51 AM Meagan
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    Re: Credit card transactions entered by administrator

    NOooooo! Really? I'm so surprised that others don't have this need as much as we do? Please reconsider?!

      ;(

    Meagan

  •  01-14-2010, 4:09 PM 16163 in reply to 16158

    • Anonymous

    Re: Credit card transactions entered by administrator

    Meagan:

    This is something that we know is important to our clients, and thus is also important to us. It's also part of an ever-growing list things that are important.

    The Roadmap forum is now going to be used to host the Top 50 projects that we have assigned for the next 12 months, as well as those issues that are in the upcoming release (for example, version 3.4 which is scheduled for release in March 2010). It's also so that the roadmap doesn't become so large that things get lost in it.

    We've moved this to the wishlist because while this is an important issue, we also want to make sure that we design it properly. We're still collecting feedback on it and examining what the best, easiest-to-use solution is. Once we have that we'll let you know so that we can make sure it works for you, and then put it back on the Roadmap with a set release date.

    I've also made a note of your interest, and as you know that interest does help to move things up the queue!

  •  04-17-2010, 8:54 PM 17841 in reply to 15962

    • wireplay is not online. Last active: 02-07-2012, 12:45 PM wireplay
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    Re: Credit card transactions entered by administrator

    This is a critical need fo rus due to the age of our membership. We have to help people out with the web and we have members who have never used a computer.
    Alan Churchill
    Savian
  •  05-12-2010, 5:39 PM 18246 in reply to 17841

    Re: Credit card transactions entered by administrator

    I agree this is indeed a critical feature.

     Is there any way for the Wild Apricot team to go Agile and make releases more often?

    Thank you.

  •  05-12-2010, 9:57 PM 18249 in reply to 18246

    Re: Credit card transactions entered by administrator

    Michael,

    Thanks for your vote - it is appreciated and noted. 

    Actually we do follow a version of Agile methodology. Funny thing, with shorter releases we would actually release features slower because of unavoidable overhead for testing and deployment. We used to do releases monthly, then gradually increased them to 8 weeks. 3.4 and 3.5 are a bit of anomaly because we are tackling some really big changes in system architecture and those can't be split into smaller Agile releases.

     


    Dmitry Buterin, Chief Apricot
  •  08-18-2010, 10:43 AM 19308 in reply to 18249

    • TAG002 is not online. Last active: 08-18-2010, 10:43 AM TAG002
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    Re: Credit card transactions entered by administrator

    I've been assisting an organization that needed to add online credit card processing.  The web developer recommended Wild Apricot and the site was built upon it.  In Settings/Payment Settings there is an option: to support offline payments including credit cards.  We now learn that this does not mean that we can enter credit card transactions administratively.  Unfortunately, we have already built the site before learning that you cannot, in fact, enter credit card payments administratively through WA.  Hence, one of our main reasons for choosing the product has been significantly undermined.

     Your support personnel have recommended masquerading as a Contact on the website.  But when one gets to the credit card entry, the CVV code is required.  Of course we do not have that information for mailed in transactions and would certainly not ask our customers to provide us this "last line of defense" information.

    So, we strongly encourage you to give priority to adding administrative entry of credit card payments.  I would vote on this and give it 5 stars (more if allowed), but I cannot find any place to cast my vote.

  •  08-18-2010, 12:26 PM 19310 in reply to 19308

    Re: Credit card transactions entered by administrator

    Your comment and vote are noted, thank you. 


    Dmitry Buterin, Chief Apricot
  •  08-23-2010, 5:35 PM 19351 in reply to 19310

    Re: Credit card transactions entered by administrator

    This feature is needed.

     We have tons of people pay @ events, and the WA doesn't allow for onsite registrations.

     Would be great to have an admin choice for this.

    Aaron 

  •  08-23-2010, 8:24 PM 19354 in reply to 19351

    • mbranger is not online. Last active: 05-25-2011, 12:25 PM mbranger
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    Re: Credit card transactions entered by administrator

    Agree with Aaron; we have several events each year.  Many sign up for various activates as they arrive at the event.  onsite (at event) registration is needed; this would work well with the new accounting additions in version 4.0.

    We want to eliminate off-line tracking and accounting for events and associated activities.

    A big vote yes!


    Mike Ranger
    USARA
  •  08-24-2010, 7:24 AM 19355 in reply to 19354

    Re: Credit card transactions entered by administrator

    Mike, just to check - you have onsite internet access and what you want to do is register people onsite and charge their cards, correct? 
    Dmitry Buterin, Chief Apricot
  •  08-24-2010, 6:09 PM 19372 in reply to 19355

    • mbranger is not online. Last active: 05-25-2011, 12:25 PM mbranger
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    Re: Credit card transactions entered by administrator

    Correct.  Our association main annual event is being held in San Antonio, Texas September 14 – 19, 2010. This is our first major event scheduled with WA; the majority of our attendees have registered and paid online. We have several activities within the event; each listed and priced.

    Historically, we will have 25-50 members that fail to register; or when arriving decide to attend additional activities.  Therefore when they pay they are added to the various lists.

    We would like to be able to register any given member or upgrade them using WA onsite; our event planner would do that for them in WA.

    Not knowing the “details” of the new financial package: I have not found a way to process their credit card payments; manual payments appear to work.

    Hope I answered your question.


    Mike Ranger
    USARA
  •  08-26-2010, 7:57 AM 19395 in reply to 19372

    Re: Credit card transactions entered by administrator

    Thanks Mike.

    Re new financial package - unfortunately the overhaul in version 4.0 does not address this aspect at all (admin processing of credit card charges), though it does makes it easier for us to enable it in the future.  


    Dmitry Buterin, Chief Apricot
  •  10-21-2010, 11:40 AM 20246 in reply to 16163

    Allow Online Payment After the Fact

    Here's a coupe of situations:

    1) Someone registers for one of our events in WA, but doesn't complete payment. They show up at the event with a credit card. We want to process their payment online, via PayPal.

     Is there a way a site administrator can get back to the person's registration, to the page that links to PayPal, without logging in as that person? We want to be able to enter the payment in PayPal without needing to log in as the person or redo the entire registration process.

    2) Similar situation: Someone fills out online application to join but doesn't complete paying. They provide credit card info to our administrator. Can we pay for them without having to log in in as that person?

    The workaround we are planning is to independently create PayPal buttons and post them on a restricted page. An admin goes to that page, clicks the "Pay for Event" button or "Pay for Membership" button. They are taken to Paypal with the transaction data to pay our organization the correct amount. They can then enter the credit card number and pay. Of course this is not tied to the particular person's member ID or registration. These will have to be updated separately in WA.

    Anyone have a better idea? Am I missing something? 

    Thanks!

    -Jack Massa
    VP Technology, Greater Atlanta ASTD

    www.astdatlanta.org

     

     

  •  10-22-2010, 3:15 PM 20272 in reply to 16163

    • Denys is not online. Last active: 02-02-2012, 3:51 PM Denys
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    Re: Online Payment After the Fact???

    Jack, at the moment you would have to login as a member, there is no other way.

    But I see PayPal offers a Virtual terminal:
    https://merchant.paypal.com/cgi-bin/marketingweb?cmd=_render-content&content_ID=merchant/virtual_terminal

    So with it you would be able to accept credit card payments on the spot (or over the phone).
    After you process the payment through Virtual terminal, find the corresponding invoice in your Wild Apricot account and record the payment



    Denys Zlobin
    Helpful Apricot
    http://www.wildapricot.com

  •  11-24-2010, 1:06 PM 20654 in reply to 16163

    • jkwalker is not online. Last active: Sep 04, 2011, 12:42 PM jkwalker
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    Re: Online Payment After the Fact???

    I work with and manage non-profits and trade associations. Some of our members dues & event registration fees are paid for by their employers. Before paying, many must submit an invoice to go through their AP process. Some employers in turn pay by check, so it's not a big deal. But some of those do pay via employer credit card. But when they come back, there is no way for them to continue or complete this transaction via credit card.

    I think the least confusing way to approach this is to have 2 credit card payment options:

    • pay by credit card now
    • pay by credit card later

    And if for some reason their credit card was not working at the time, it would be extremely helpful if they could log in after registration and continue/complete their payment via credit card without having to cancel their registration and start over.

    I know that often what we want, as end-users, is far more complex when carried out on the programming end. So, let me just say thank you now for your work and consideration. Wild Apricot is a fantastic product!

    Jennifer Walker
    OrgRM

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