Payment settings

Payment settings page is one of the first things you should setup in your Wild Apricot account. Go to Settings / Site Settings / Payment settings.

Currency setup

Currency setup determines how monetary amounts are displayed in the system - and is used in online payment processing.

Standard currency

First option is the standard currency - supported by PayPal payment gateway. This currency can be used with online payments.

Custom currency

This option allows you to setup any custom currency, however this will disable online payment option since the payment gateway only support standard currencies listed above.

Note: Currency should be setup at the very beginning and not changed afterwards. If you change currency, all existing payment records, events etc. will not be recalculated and will not longer properly display in payment reports.

Setting up payment options

You can specify whether you want to accept manual payments (e.g. offline payments - such as checks mailed to you), online payments (e.g. credit card payments) or both (people will be able to choose their method of payment during each transaction)

For Manual payments, the transaction is initiated and then people have to send their payment to you - for example, mail you a check. The original transaction will stay in a 'Pending' status. When you receive their payment, you must find the appropriate transaction and change its status to 'Confirmed'.

For Online payments you need a PayPal merchant account. Specify your primary PayPal account email here and Wild Apricot will automatically process all online payments via your PayPal account. The two possible online payments you can use are:

Standard: Users are re-directed to the PayPal web site where they can pay by credit card or from their PayPal account. See Payments by credit cards and PayPal. You only need a PayPal WebSitePaymentStandard account for this type and both recurring and one-time payments are allowed.

Advanced: You need a PayPal WebSitePaymentPro(US) service for this option.

Notes

1. Advanced option does not currently support Automatic recurring payments in Wild Apricot (Standard option does support it)
2. You need an API username, API password and API signature in order to integrate this feature, see Advanced online payment option.

Payment instructions

Payment instructions are displayed on the web pages presented to people when they process a payment transaction on your Wild Apricot website.

For example, in your payment instructions you might say:

"If you are not paying online, please mail a check issued to Organization ABC to this address: XXXXX

For events these instructions are copied into each new event and can be edited for each particular event.
For member applications and renewals - they are specified here and used across the system."