Changing a recurring contribution with multiple line items

Question

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.

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?

Answer 1

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:

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);

Answer 2

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