Hi I am thinking about using CiviCRM and we are implementing a recurring giving program. How would I set up CiviCRM to track recurring monthly, bi-monthly, quarterly or annual donor contributions and send them reminders that their credit card is going to be charged?
The answer depends on your payment processor, but here's the general plan:
- Contact your payment processor and inform them that you want ARB (Automated Recurring Billing) added to your account. There's generally an additional monthly charge (around $10-20/month).
- Most payment processors (e.g. Authorize.Net, PayPal) will send a notification to a predetermined URL when they process a payment. Instructions are here for PayPal and Authorize.
- Other payment processors (e.g. Stripe) store a token in CiviCRM. CiviCRM submits the token on a regular basis to process a payment.
- On any contribution page, go to the Configure menu > Contribution Amounts and check the box labeled "Recurring Contributions".
You can configure your options from there. Bi-monthly and quarterly transactions are possible by specifying recurring intervals. I've been commissioned to write an extension to add "quarterly" as an option without using intervals, but it's not written yet!