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Author Topic: Support for automated payments  (Read 2045 times)

jvernon

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Support for automated payments
February 21, 2009, 01:34:48 pm
I have a set of donors to a campaign. I recently installed CiviCRM 2.1 with Google Check-out. Some of the donors want to pay in installments. I want to enable this.

I set up a contribution page with Pledges selected. During testing, it allows me to enter their amounts, payment intervals etc. What I'd like is, when a contribution page is completed, that CiviCRM enables the payment at each interval be sending reminder emails, providing a link to a page where the donor can enter a credit card payment, it is deducted from the account and the pledge status is changed accordingly. Is this possible?

Even better would be if CiviCRM would automatically deduct the credit card at each interval. Is this possible?

It seems to me that CiviCRM records the 'pledge', and highlights when payments are overdue. Is it meant to enable processing of the payments, e.g. send the donors a link to a payment page at each interval plus reminders, via email, to enable them to make the payment? Or does CiviCRM stop at recording the pledge, send reminders, and it'd be up to me to collect the money and change the pledge status?

Are there any tutorials that take you through making contributions, payments of which are made over time, where payments are done either on-line by the donor, or automatically deducted from a credit card at each interval?

Thanks. Any help with this would be appreciated.


Donald Lobo

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Re: Support for automated payments
February 21, 2009, 05:37:16 pm

Check:

http://wiki.civicrm.org/confluence/display/CRMDOC/Screencasts

for tutorials on various CiviCRM features. If there are other specific things you'd like to see a tutorial on, let us know

To update pledge records and invite folks back to pay their pledge installments, you will need to set up a cron script (bin/UpdatePledgeRecord.php.txt) that runs on a regular basis. Once the above is functioning, it does exactly what you've described below (CiviPledge documentation is coming soon). CiviCRM does not store credit card info and hence cannot deduct things automatically.

However if you want periodic contributions, you might want to set up recurring donation via CiviContribute and PayPal Standard (google checkout does not support recurring contributions as yet)

lobo


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jvernon

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Re: Support for automated payments
February 21, 2009, 06:37:24 pm
Lobo

Thanks for this. Just checking a couple of thing:

1. Is it possible to use this script without setting up a contribution page. For example, I enter the pledges using Pledges tab in contacts, then run this script to send the reminder? If so, where do I define the payment page?
2. Or does this script need to be run in combination with setting up a contribution page?

Thanks
John

Donald Lobo

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Re: Support for automated payments
February 21, 2009, 08:37:22 pm

I dont think thats possible. That script was designed for pledges that were made online and associated with a contribution page

lobo
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jvernon

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Re: Support for automated payments
February 21, 2009, 08:40:45 pm
OK. How do I associate the script to the contribution page?



Donald Lobo

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Re: Support for automated payments
February 21, 2009, 08:43:36 pm

The script does that automatically. it knows the contribution page associated with a pledge and composes the urls based on these ids

lobo
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jvernon

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Re: Support for automated payments
February 21, 2009, 08:44:13 pm
Thanks for the prompt reply.

kjbi

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Re: Support for automated payments
February 26, 2009, 03:24:25 pm
We currently use pass out a printed 3x5 card after events, collect teh info needed and tehn enter recurring payments into Paypals Virtual Terminal.   I was getting ready to post the same question above but see that CiviContribute doesn't currently do this.  Is it possible to interfave with Virtuall Terminal?  I assuming not but thought it would be worth asking?




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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Support for automated payments

This forum was archived on 2017-11-26.