View account history and pay invoices

Wild Apricot offers a number of online self-service functions for your members and other contacts, including the ability for each contact to access their financial history - "invoices and payments" - along with the ability to pay for one or multiple invoices at any time online.

They can do this by logging in and going to the Invoices and payments tab:

People will also end up on this tab in other situations. For example, any transaction such as event registration or membership application ends up at the Invoices and Payments tab for payment.

Reviewing financial history - invoices and payments

Any record on Invoices and payments tab can be opened and reviewed in detail.

If a contact needs to review his event registration information, he can find a corresponding invoice and open the details.

From invoice details, click on Event registration link to see the specifics of past event registration.

Paying open invoices

Invoices with open balances (unpaid or partially paid) will be shown at the top of the screen.

It is possible to select and pay for multiple invoices in one payment (with the exception of a recurring membership that has to be paid in a separate transaction, see Recurring payments)

Invoices can be generated in several ways, such as:

• after completing a transaction
• event registration and/or
• membership application or renewal.

At the end of each transaction, the system will generate an invoice and then present them at the Invoices and payments tab.

Here is an example of what a contact will see after he applies for a membership and registers for an event

• After receiving an invoice via email.

And when a contact receives an emailed invoice, it can be opened by clicking on the link to review and pay online.

Note, a contact can always choose to open Invoices and payments tab by going to a profile page first, to see if there are any other open invoices, and then pay for all of them in one transaction.

After a contact selects the invoice that he wants to pay, they can click on Pay button and proceed with online transaction.

The payment steps will depend on the payment processor, for more details see Online Payments

After the successful payment, Wild Apricot will create a payment record and settle it with corresponding invoices

See also

• Invoices - Overview
• Member and contact - edit profile