The current -dev version of webform_civicrm module includes a first pass at adding recurring contribution functionality. This seems like a good place to post some examples of how it can be used.

Following existing logic in webform_civicrm creation of the recurring series uses the CiviCRM APIs. There is no additional code specific to Contributions, Events, or Membership.

Below please find: Example 1: Give user option to pay for Event Registration either right now - or in monthly installments


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Example 1: Give user option to pay for Event Registration either right now - or in monthly installments

Scenario: Parent (Primary Contact) signs up Child for Swim Club. Give the Parent the option to pay all Fees right now - or in Installments.

1a) set up the fields in the new Recurring Contribution section in the CiviCRM tab. In order for webform_civicrm module to set up a Recurring Contribution two elements are required: Number of Installments and their Frequency.

1b) configure the webform fields: I've added a select / checkbox so the User can indicate if they wish to pay all now - or in 10 installments. There is a Conditional that if checked Yes -> shows the Number of Installments field; That field is disabled and hidden.

1c) Event registration for Child: Child is registered as a Participant we see the first Payment.

1d) the Primary Contact's record contains the first Contribution in this Series

1e) the Primary Contact's record contains the Recurring Contribution Series - details.

Note even though the monthly contributions will process as specified, subsequent installments don't (yet) get associated with/credited to the Event registration. CiviCRM Core can't (yet) associate a Recurring series with an Event registration.

  • Does this work with Paypal? Seems like you are using iATS?
    – Zachary
    Aug 18, 2017 at 18:00
  • This will work with any payment processor that webform civicrm works with; I have one client who used PayPal Pro eg Aug 18, 2017 at 18:08
  • Thanks. If you don't mind me picking your brain for a second. Is there any way to get this to work for standard recurring payments, exactly as they are on a Civicontribute form for memberships? Instead of installments, how about just using Webform CiviCRM to initiate a recurring payment in Civi/Paypal (for instance)
    – Zachary
    Aug 18, 2017 at 18:58
  • Have you tried Memberships -> multiple periods and then set recurring to once every year? It's not the classic Membership recurring as in CiviCRM native - but it actually has benefits e.g. it's producing a recurring series that you can Edit (if you want to up the $ amount at some point); Aug 19, 2017 at 2:58
  • 1
    No - not using a patch; just using what I added to webform_civicrm module (native); recurring annual: you could sign up for 3 terms -> then 3x Membership fee -> pay in 3 installments -> annually; Nov 15, 2017 at 2:58

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