6
votes
Accepted
Can you customize a contribution page?
We have some examples of how to customize Contribution forms in our iATS Payments extension. Essentially the recipe involves: buildForm hooks, custom templates and JavaScript. I'll try and explain ...
- 15.1k
5
votes
How can I bulk update a collection of recurring contributions to set the next scheduled contribution to a specific date?
Since yesterday you can now do that if you're using Drupal! @jackrabbithanna (Mark) added some code to CiviCRM Entity Project, which now exposes civicrm_contribution_recur as an Entity in Drupal so ...
- 15.1k
5
votes
Accepted
Only logged in users can change billing and recurring amount
Two bits are required for anonymous users to be able to access URLs like:
/civicrm/contribute/updatebilling?reset=1&coid=4263&cs=b88004e51f6c99b0601aceab7e489315_1530392348_168
Permissions: ...
- 15.1k
5
votes
Accepted
Set up Contribution page to only accept recurring contributions?
Black Fly Solutions has an extension called ca.civicrm.contribution_recur that enhances recurring contributions. One option it adds is to force recurring payments, which should meet your first need.
...
- 38.6k
5
votes
Accepted
How to add a new recurring contribution from the administrative side?
I believe it depends upon the payment processor you using to take offline payments. Some payment processors may not allow that.
For stripe you need to have billing address field enabled to show up(...
- 30.7k
4
votes
How to Setup for Recurring Giving
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. Most ...
- 38.6k
4
votes
Accepted
Editing Recurring Contributions without user login
I almost have this polished, just one little piece that may be beyond what my pea brain can handle. The short of it is that from the affected contact you need to send an e-mail with tokens. (I've put ...
- 1,146
4
votes
Accepted
Editing ACH info for recurring contributions - iATS
You are correct - you can not Edit ACHEFT Card on File via the CiviCRM interface: (left: ACH/EFT; right is Credit Card):
To Edit the Routing + Account Number associated with the ACHEFT recurring ...
- 15.1k
4
votes
Accepted
Disabled contribution page and recurring transactions
Yes - absolutely - the recurring series only stops if its status is switch to: cancelled or the number of installments have been completed (both are native CiviCRM behaviour).
- 15.1k
4
votes
Set up Contribution page to only accept recurring contributions?
Similar to Black Fly's extension, I published a basic extension that only adds an option to force recurring donations (per contribution page setting). I would still recommend first testing Alan's ...
- 3,356
4
votes
Accepted
How can you edit the end date for an auto-renew membership?
I've raised this as issue #1126 in GitLab. From the discussion, it appears that this was implemented as a 'feature' in the past but it is unclear why this was necessary. Hopefully this issue will be ...
- 3,314
4
votes
How to set a recurring membership start date to be 1st of the month
Auto-recurring memberships are triggered by the corresponding recurring contribution, so what you need is:
A payment processor that supports future dates for recurring contributions.
A way to ...
- 6,644
4
votes
How to generate a report excluding recurring contributions?
ReportPlus (https://civicrm.org/extensions/reportplus) is worth looking at.
The included template report for 'Contribution Matrix Plus' definitely has a filter for 'Contribution is Recurring? - Any, ...
- 683
4
votes
Best way to initiate a pay per month membership scheme
Try by doing this
Create a Membership type ABC with monthly rolling with auto renew required option ticked.
Create a price set with price field as select or radio with two options
2.a ABC membership ...
- 30.7k
4
votes
Best practice for sending a notice about an upcoming recurring contribution
CiviRules + emailapi extension. Scheduled reminders is too inflexible as you can't control the criteria - with CiviRules you can build in whatever conditions you like.
Looks like you'd need to add a ...
- 749
4
votes
Cleaning up legacy contributions so that renewals happen as expected
This is not a fun task, but at least I made a tool to make it pretty.
If you install Uh-Oh troubleshooting extension it includes a diagnosis page at Support » Map Contributions which lets you specify ...
- 3,910
4
votes
Producing a list of donors who have setup a recurring donation
You can use Search Kit and do a search like this:
You can add the Frequency Unit field within the "Contact Recurring Contributions" join to filter on month or year depending on what type of ...
- 3,501
3
votes
How are recurring contributions (standing orders) implemented in 4.7?
I think you're asking a very UK-specific question about direct debit. UK has special rules for direct debit that CiviCRM doesn't know anything about. But the iATS Payments payment processor does ...
- 6,644
3
votes
Memberships ending a day early before auto-renew
We set our memberships to and end date of 30th June then add a Grace period of 1 month to allow for collection of member fees. You can set grace periods and define the length of that period. Maybe ...
- 221
3
votes
Missing display option in dashlet
The option you're looking for isn't under the Access tab. It's below all the tab data. See the attached screenshot.
Note that most reports do NOT offer the ability to view a chart - make sure your ...
- 38.6k
3
votes
Membership Name-Your-Own Price (above Minimum) on Contribution Page
At a client of us they have the same use case. They have a membership of a minimum fee of 5 euro a year but it could be anything more than that.
They don't have online payments but their memberships ...
- 3,645
3
votes
Membership Name-Your-Own Price (above Minimum) on Contribution Page
The basic feature described here has been available for many years. This is what's described in the book. However, the specific need for auto-renew may cause trouble, as would the clutter of fields ...
- 7,442
3
votes
Accepted
Recurring donations are receiving recurring email receipts after update
We do not use Stripe so this might not help. But this is how it works for iATS.
Go to Administer > CiviContribute > iATS Payments Settings (the very bottom option)
One of the check boxes is "Enable ...
- 2,388
3
votes
Different one time contribution and recurring contribution on same contribution page
A great question, and before last week I would have said, no, it's better to create separate contribution pages for one-time vs. recurring contributions.
But then I saw how GiftTool does it (e.g. ...
- 6,644
3
votes
Stop recur mails from sending out to users
There is no such way to stop recurring notification being send out from CiviCRM. Current code at line 567 in CRM/Contribute/BAO/ContributionPage.php checks for $isEmailReceipt which is either set ...
- 30.7k
3
votes
Accepted
Re-run iATS recurring contributions that failed due to bad iATS account credentials?
Change the date for the next scheduled recurrence.
Table civicrm_contribution_recur > Column next_sched_contribution_date
Change it to today and run your cron job or change it to tomorrow and it ...
- 2,388
3
votes
Accepted
Recurring Paypal Contributions are showing (Pending Incomplete)
Apparently Paypal charges extra for recurring functionality and you have not subscribed to the additional $30/mo DPRP service.
DPRP is disabled. DPRP is disabled for this merchant.
https://www....
- 8,253
3
votes
Accepted
How do I set up recurring donations with Stripe?
I had a similar issue, not sure if it's the same but I applied this patch to correct:
https://github.com/drastik/com.drastikbydesign.stripe/pull/249/files
- 426
3
votes
Where is IPN information stored in Civi?
Your IPN path is configured in paypal - the best path to point it to is yoursite/civicrm/payment/ipn/x where x is the number of the processor. Once you have updated it in paypal it is possible to re-...
- 1,021
3
votes
Accepted
Which Payment Processor should we use?
There likely isn't one clear winner here.
But authorize.net has been my go-to recently. That and PayPal Pro are built-in to Civi out of the box.
The Stripe payment processor extension is operating ...
- 3,501
Only top scored, non community-wiki answers of a minimum length are eligible