On the Payment settings screen, you indicate how your organization accepts payments. You can choose to accept online payments as well as manual payments, or just handle all payments manually.
To display the Payment settings screen, click Finances under the Settings menu, then click Payment settings.
If you don't want to accept online payments, you can click the Payment system drop-down and select the Manual payments option.
With manual payments selected, you can only manually record offline payments. You can choose the currency to be used on your site (and in your reports), and add payment instructions to be displayed to your visitors. You can choose a predefined currency or enter your own custom currency. If you enter your own custom currency, you must specify the currency name, code, and symbol.
If you want your site to accept online payments – including online credit card payments – you must first set up an account with a supported payment provider. Then, from the Payment settings screen, click the Payment system drop-down and select your online payment system.
After you've select your online payment system, you must enter your account details. Different information is required depending on your payment system.
After entering the required account details, click Check integration to make sure your account details are valid.
If the account validation fails, check to make sure you entered the account details properly.
Supported online payment systems
Wild Apricot currently provides direct integration with the following payment processing systems:
- Global Payments*
- iATS Payments*
- PayPal Payflow Pro*
- PayPal Payments Advanced*
- PayPal Payments Standard
- PayPal Express Checkout
- PayPal Payments Pro
As well, you can use CRE Secure – which is not a payment provider but a payment service that acts as a middle man between Wild Apricot and your payment provider – to process payments through the following payment providers:
- Chase Paymentech Orbital
- First Data
- Orbital Enterprise
- TSYS Transit
- USA ePAY
- eProcessing Network
* Support for the payment systems marked by an asterisk is being provided without full testing in a live environment. During this initial implementation – the beta release – certain features such as recurring payments and automatic refunds will not be supported (with the exception of PayPal Payflow Pro, for which recurring payments are supported).
If you have already set up an account with one of the payment systems supported by Wild Apricot, you can click on the appropriate link above to jump to instructions on setting up that system on your site.
If you do not yet have an account with any of the supported payment systems, see Online payments for help selecting the best option for your organization.
Selecting country and currency
You must select the default country you want to display to customers, and the currency you want to use in your transactions (and in your reports). The currency you choose should match the currency used in your online payment system account.
Do not change the currency after recording any payments. If you change the currency, existing payment records will not be recalculated and will no longer display correct amounts.
Adding payment instructions
Towards the bottom of the Payment settings screen, you can enter payment instructions to be displayed to visitors to your site explaining how to use the online or offline payment methods.
You can add different kinds of instructions to be displayed on different screens.
General payment instructions
- Appears on Invoices and payments page in the member profile
For event invoices
- Appears on Review and confirm page of the event registration form
You can override these instructions for specific events on the Registration types screen.
For all other invoices
- Appears on the Review and confirm page of the membership application or renewal...
- ...and on manual invoices