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  • Setting up Automatic Recurring Payments

    I am trying to set up automatic recurring payments with an installment option as well. For example, if a membership costs $485/year, I would like someone to be automatically charged $485 every year indefinitely unless they opt out. On top of that, I'd like to give them the option to pay the $485 in either monthly, quarterly or yearly installments. So at the end of the year, they will have paid the total $485, either in installments or up front and the next year the cycle will automatically start over again.

    I have seen this article (http://manual.clickandpledge.com/Gravity-Forms.html), but am still having trouble setting it up.

    I don't know if this is related, but when I try to save any edits I've made within the "recurring" field, it is not reflected in the preview of the form.

    Thanks for your help,

    Mckenzie
    Last edited by [email protected]; 05-23-2016, 03:42 PM.

  • #2
    Good day [email protected]

    This is a bit outside the scope of standard feature. It is best if I explain how it all works.

    A recurring transaction requires the following information:
    • Total to be charged
    • The interval between charges
    • & finally how many times should it run
    So for any recurring to run the above data is needed. In your case you are simply asking for a recurring of a set period (monthly, quarterly, yearly). For installment to work the total value is needed, in this case the total value is: Number of years times $485. The system simply runs a sum total for a set number of times.

    So one can come up with a form that says:
    • 1 Year: $485
    • 2 Years: $485 x 2
    • 3 Years: $485 x 3
    • 4 Years
    • 5
    • etc.
    Given the credit cards typically expire in 5 years perhaps the solution could be to include this for 5 years.

    One challenge with this is the total value will show in the standard receipt. This may be resolved by not sending the standard receipt to the card holder and create an Autoresponder with a custom message.

    In summary we think the following are the mathematical equivalent of what you are trying to do:
    • Method: Subscription
    • Amount: $485 divided by the periodicity (monthly = 12, quarterly = 4, yearly = 1)
    • Interval: indefinite
    using the above process you will process the amount indefinitely. The patron may call for cancellation and then the admin can cancel it in Salesforce.

    One problem with the above is a mathematical one and that is $485 is an odd number and naturally cannot be correctly divided by an even number (monthly - 12 or quarterly - 4) without having remaining thousands of pennies. If it was $480 it could be done cleaner.

    I am not sure if I have answered your question but am interested in knowing if this offers a solution or a path forward.
    Regards,
    Click & Pledge Support Department

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    • #3
      Good day!

      The UI is a bit challenging in this case. Thinking about how to do this with Gravity Form UI does not seem to be possible.

      We are thinking as to how you may do this but at this time a custom form using our open API is the only solution we can think of. The GF UI is a bit limiting and the information it passes to us is pre-defined and fixed. What you are trying to do is a bit beyond the GF UI design.

      Still thinking..
      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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      • #4
        Good day!

        Our team has thought of the following solution for your case:

        Click image for larger version

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        in Gravity Form they created this form which you may simply select from the radio button a payment. This will always set it as indefinite recurring and need to be cancelled by contacting the organization.

        It is a clever idea but has a couple of settings that we can set up for you if you want. If we can have access to your instance we can go in and set a similar form.

        Let us know if this works for you.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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