1

CiviCRM 4.7.22 WordPress 4.8.1 iATSPayments

I am not sure if this should be asked in this exchange or the iATS github.

We have a donor with a recurring donation that was $125 a month, with $50 for Line Item 1, $50 for Line Item 2, and $25 for Line Item 3. Several months ago they wanted to make it $50 for all three funds. So they went into their recurring contribution and edited it to be $150 instead of $125. Since then, it is processing it at $150 but it is not changing the Line Item Table to show $50 for each fund.

I thought that it used to just look at the previous contribution for the Line Item info. So I edited the line item table with $50 for each fund. But it continues to do the next recurring as $50, $50, $25.

I also changed the Invoice Id in the recurring table (see screenshot) to a contribution that I had edited. Thinking that it must look at that invoice id for future recurring details. But it still processes $50, $50, $25. enter image description here

Any ideas where it refers to for a template to populate recurring Line Items? How can I make this work correctly from here forward?

Can I change the start date to the date of a correct donation? Does it use the first contribution as the template?

Improve this question
2

The 1.6.x branch of the iATS extension is using contribution repeattransaction API -> to get the details of the contribution and its line items that need to be repeated;

If a recurring contribution has lineItems associated with it - we don't allow updating it in the GUI:

enter image description here

You can (as you noted) update this in the backend -> however -> repeattransaction API will continue to use the lineItems associated with the first contribution in a recurring series as the 'template';

Best solution in this case is to start a new recurring series -> with both the correct total amount and the correct break down; Two ways to do this:

1) ask the donor to initiate a new series on an online contribution page;

2) since you have the iATS customer token -> you can use phpMyAdmin to set up a new series - and attach the token to this. It's tricky in that you will need to touch a number of tables -> and possibly bookkeeping entries as well (if you care about those);

Improve this answer
  • What are all the tables that I need to edit to set up a new series? Can I copy the Recurring entry and create a new Recurring entry with a new ID, with the last Invoice ID and date as the start, Then change the last Contribution/Line_Item to the new recurring ID and change/copy the iATS_customer_code entry to this Recurring ID? We do not use Bookkeeping entries since they do not support Line Item details. – Iowa Boy Sep 7 '17 at 17:43
  • Top of my head: civicrm_contribution; civicrm_contribution_recur; civicrm_line_item; civicrm_iats_customer_codes; it's similar to the process of how one can migrate recurring series to iATS for processing; be careful; – KarinG - Semper IT Sep 7 '17 at 22:16
1

I believe the line item info comes from the FIRST recurring contribution, not the most recent one.

Improve this answer
  • So if I change the start date on the recurring contribution table, will that point it to contribution with the correct line item template? – Iowa Boy Sep 7 '17 at 14:18
  • It might be a worth a discussion about changing this to make recurring contribution edits easier. – Iowa Boy Sep 7 '17 at 14:20
  • @CarlMiller I agree! However, it's a pretty difficult space to work in - different payment processors have different rules - e.g. you can't increase a price by more than 20% in PayPal every x number of days. So for now, it's just left as an unsupported action. – Jon G - Megaphone Tech Sep 7 '17 at 16:28

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.