recurring payment

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    Asked on November 28, 2017 at 08:23 AM

    I see that there are templates for allowing recurring payments for "single choice" and "Multiple choice", but I would like to have a recurring payment option (using with an "entry" field. That is, the donor would enter their donation amount (as opposed to, say, $39.95 for a product), and that amount would be automatically charged each month.  How do I set this up?

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    Answered on November 28, 2017 at 11:35 AM

    Yes its possible to setup recurring payment using payment processor. You will need to use a 'Sell Subscriptions' option in our Payment Wizard. Please take a look at the following guide:

    To manually add the amount to be paid you can use calculation widget as shown below.

    1511886916Subscription setup payment.gif

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    Answered on November 28, 2017 at 12:58 PM

    Thanks!  This is a good start (and an excellent step-by-step video!), though I have several questions.

    First: why do you have to click the radio button by "Test"?  What if you don't click it?

    Second...and most important: most of our donors want to make a ONE-TIME gift (not recurring). How can I allow both (one-time OR recurring) on the same form without making it very confusing for the users?

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    Answered on November 28, 2017 at 02:44 PM

    1. Test is just the name of the subscription. If you don't select it then your calculation field wont pass the subscription amount to the integration.

    As a workaround, you can set  a default subscription selected ( so you don't have to click on it ).

    1511898009Microsoft Edge 28_11_2017 19_3

    2. You can add a second subscription that has 1 number of payments. So it will only occur once

    1511898208Microsoft Edge 28_11_2017 19_4

    You can see a demo I made of these two features working:

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    Answered on November 28, 2017 at 03:00 PM

    Thanks Aubrey!  That's perfect!!!!!