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Knowledgebase

Categories

API, hooks and add-ons API credentials and actions, hooks, add-on and gateway modules, and the add-ons included. 6

Automation and reports What the scheduler does, reports and insights, analytics tracking, system health and logs. 4

Billing and invoices How invoices are raised, their states, tax, quotes, credit, refunds and disputes. 6

Clients and the client portal Client accounts and their tabs, users and contacts, the portal and social sign-in. 5

Donations and giving Causes and campaigns, one-time and monthly gifts, receipts and what donors choose. 3

Email, webmail and text messages Outgoing email, templates, webmail and mailboxes, notifications, campaigns and newsletters. 4

Expenses and leases What the business spends, recurring bills and receipts, and the reports, certificates and reminders a lease asks for. 2

Getting started What WBAMS is, how its parts fit together, and the order to set it up in. 5

Installation and updates Requirements, installing, the scheduler, updating, backups and license activation. 8

Members, staff and payroll Management levels, members and membership policy, staff, timesheets, time off and pay runs. 6

Payments, plans and checkout Payment gateways, products and plans, add-ons, promotions, reviews and the store. 6

Questions and answers Short answers to what people ask most about WBAMS. 23

Security and operations Two-factor sign-in, roles and permissions, the shipped protections, sign-in limits and troubleshooting. 5

Support desk and help center Departments, tickets, escalations, mail import, the knowledgebase, updates and downloads. 6

Website builder The page builder and its 55 sections, menus, the media library, galleries, events and search. 7

Most Popular Articles

Which payment providers does WBAMS support? WBAMS ships 20 payment gateways, among them Stripe, PayPal, Authorize.net and Helcim, plus offline methods such as bank transfer and mail-in payment.

Find your way around the control panel The control panel lives at /control. Its menus follow the parts you installed, and a page your role may not open is absent rather than greyed out.

What an update never touches An update replaces the product's own files. It leaves your settings, uploads, rules and add-ons alone.

Back up and restore A database dump alone is not a backup of WBAMS. Keep the whole recovery set together, and test that it restores.

Set up outgoing email Two separate jobs: how mail leaves your server, and what it says. Get delivery working first.

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