Enable Member to see/apply outstanding credits when registering for event

Last post 12-14-2011, 4:00 PM by Chief_Apricot. 4 replies.
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  •  09-26-2010, 8:31 PM 19858

    • skipat is online. Last active: 05-16-2012, 6:37 PM skipat
    • Top 25 Contributor
    • Joined about 3 years ago
    • Posts 111

    Enable Member to see/apply outstanding credits when registering for event

    With 4.0, it's great that we can now issue credits to member accounts.  This works great when a member has an outstanding invoice with payment due to immediately apply a credit to an invoice at the time credit is issued.  However sometimes there may be several months before a member may have the opportunity to use their credit, and may forget they have it, or not know how to get it applied.

    The new system would be even better if the member with an outstanding credit could see what credit they had on their account, and then apply it to payment when registering for a new event (or paying membership dues).  My understanding is that currently only administrators can see that credit.  For anyone who generally pays for events on line, they may never "see" or know how to apply any credits they have been issued. 

    I don't have enough experience with the new upgrade yet to understand exactly how an event manager will know that an attendee has a credit due from the existing attendee list, but hope it's  readily apparent so it can be applied for manual payments. 

  •  09-27-2010, 8:43 AM 19864 in reply to 19858

    Re: Enable Member to see/apply outstanding credits when registering for event

    Pat, thanks for posting.

    I would appreciate comments from other users.  


    Dmitry Buterin, Chief Apricot
  •  06-30-2011, 5:41 PM 22990 in reply to 19864

    • Robbi is not online. Last active: 05-11-2012, 7:46 AM Robbi
    • Top 50 Contributor
    • Joined about 10 months ago
    • Posts 36

    Re: Enable Member to see/apply outstanding credits when registering for event

    This would be a very useful feature.

     

    We have several customers who have old credits on their account because it is months between when it is issued and they decide to register for an event. We never know when they will register, so it is hard to remind them before hand.

     

    This would help us clear up our accounting.

  •  06-30-2011, 5:47 PM 22992 in reply to 19858

    Re: Enable Member to see/apply outstanding credits when registering for event

    This is going to be resolved in the very next release in so called "Payment from profile" feature.
    Evgeny
    Product Design Team
  •  12-14-2011, 4:00 PM 24359 in reply to 19858

    Re: Enable Member to see/apply outstanding credits when registering for event

    This is now possible in 4.3

    See http://help.wildapricot.com/display/DOC/View+account+history+and+pay+invoices  


    Dmitry Buterin, Chief Apricot
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