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Author Topic: Open-ended pledges - allowing indefinite number of installments  (Read 2272 times)

Arjan

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Open-ended pledges - allowing indefinite number of installments
February 09, 2010, 07:14:39 pm
In this thread http://forum.civicrm.org/index.php/topic,4358.msg19043.html#msg19043 from quite some time ago, David Greenberg mentioned "We had gotten mixed feedback on open-ended pledges. Several people said that due to accounting rules they needed the pledge to have a fixed total amount / end date. We're open to revisiting this / making it configurable in the future - although I'd like to understand how open-ended pledges are handled from an accounting point of view."

By default, for recurring pledges you must enter a number of installments. Can this requirement easily be overridden to allow an indefinite number of installments? (I would like to use that for this case: http://forum.civicrm.org/index.php/topic,11707.0.html).
The first thread linked above offers as solution to extend the pledge with custom renewal fields. I would like to avoid this because of the extra administrative work involved in this. Also, I would have to provide a default for the number of installments and then hide the field from the user. (Since I'm not a programmer, and am working on this as a volunteer, this is not quite ideal...)
Or I could of course not use Pledges at all, but I like how it almost solves my case...

I hope someone can advise how to proceed, either on
1) How to allow indefnite installments and hide the field alltogether (preferred); OR
2) How to provide defaults and hide the installments field. (I suppose the answer to this will be hooks. If 1) is not possible, any pointers to the solution for 2) would be very welcome...)

Arjan

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Re: Open-ended pledges - allowing indefinite number of installments
February 10, 2010, 07:33:31 am
After speaking to dlobo on irc:

Allowing open-ended pledges is not likely to work using hooks and hiding fields, it will take some core changes.

Quote
(dlobo:) if i had to guess, its a 10-40 hour project. its basically making sure we have some notation to denote an infinite pledge
and dont compute the overall pledge amount etc.


Since i'm working on this for a small organization, it's not likely they can sponsor this. Maybe in the future, or maybe more people would find this useful?

mdlueck

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Re: Open-ended pledges - allowing indefinite number of installments
January 12, 2011, 11:15:03 am
+1 vote for open-ended pledges, removal of the "[ # ] installments" area.

Our application support people just asked me to look into removing that.
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Michael Lueck
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Dave Greenberg

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Re: Open-ended pledges - allowing indefinite number of installments
January 12, 2011, 02:27:03 pm
Note that as of 3.3.2 there is improved support for Recurring Contributions via PayPal Std, PayPal Pro and Authorize.net. These can be open-ended, and are similar to a Pledge except in this case the processor will automatically charge the recurring amount unless the donor cancels the "subscription". There is also a new Auto-renewing Membership option which works in a similar manner.
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Eileen

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Re: Open-ended pledges - allowing indefinite number of installments
January 12, 2011, 06:56:12 pm
I also have a customer interested in open-ended pledges. Although the recurring payments meet some of the requirement they want all their records to be pledges so they have a consistant tracking (and also because a single person can have 100 contributions over time and they want to be able to see a page with individual commitments to pay. )

I suspect that the customer may be able to make a contribution of some sort but in time for 4.1 or 4.2 not at this stage
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

mdlueck

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Re: Open-ended pledges - allowing indefinite number of installments
January 12, 2011, 10:28:38 pm
@David, NEAT!!!  ;D

Is this on the "Contribution Amounts" page, "Pledges" check box instead of our usual "Recurring contributions" one? Asking before I change the check boxes and end up with a mess.

Is the removal of the "[ # ] installments" blank the only difference, or are there other differences under the covers?

Thank you!
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Dave Greenberg

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Re: Open-ended pledges - allowing indefinite number of installments
January 13, 2011, 09:38:21 am
Under Configure Contribution Page > Contribution Amounts, check the Recurring Contributions box. The end-user then has the option (as the text on the online contrib form says): "You can leave the number of installments blank if you want to make an open-ended commitment." This is existing functionality. The main changes in 3.3.2 are:

* Support for this w/ Authorize.net
* Fixed a bunch of bug for PP Pro and PP Std implementation
* Added 'auto-renew membership' option. If you're interested in this option... I just added doc for it about half-way down on this wiki page:

http://wiki.civicrm.org/confluence/display/CRMDOC33/Membership+Types
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mdlueck

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Re: Open-ended pledges - allowing indefinite number of installments
January 14, 2011, 06:17:07 am
Thank you David... (being passed along from the application team members). They were able to utilize what you posted and are updating / simplifying our contribution forms.
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Michael Lueck
Lueck Data Systems
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