Finances setup checklist

  1. Choose how you want to accept payments.
    You can integrate an online payment system into your Wild Apricot site so you can accept online payments for membership dues, event registrations, donations, and other invoice payments, or just accept manual payments such as check, cash, or wire transfer.
  2. Set up sales taxes or VAT.
    You can set up sales taxes or VAT and automatically apply them to transactions.
  3. Customize your invoices and receipts.
    You can customize the invoices and receipts that are generated automatically by Wild Apricot or issued manually by administrators.
  4. Set up your payment tenders.
    Payment tenders indicates the method by which a payment was received, allowing you to classify payments by type.


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