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How to set up a form to have no end date on recurring payments, like, Netflix, etc

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  • How to set up a form to have no end date on recurring payments, like, Netflix, etc

    I have a form here: https://www.emkinstitute.org/join-an...edy-staff-club
    When someone chooses a recurring payment plan, I'd like it to keep going until they actively cancel it, much like how Netflix or my cable service works. I'm hoping you can help.

    Here is my code for the recurring portion of the form:
    <div>
    <input type="radio" name="Installment" id="Installment1" value="12" />
    <label for="Installment1">Monthly Donation<br/> (Your donation will be spread out over an entire year.</label>
    <input name="Periodicity" type="hidden" id="Periodicity" value="Month" />
    <input name="RecurringMethod" type="hidden" id="RecurringMethod" value="Installment" />
    </div>

    I looked here for some guidance, but can't make heads nor tails of the right answer:
    https://manual.clickandpledge.com/Fo...g_Transactions

    Any tips for making all recurring options infinite would be appreciated.

    Extract:
    Recurring Transactions

    Recurring Transaction is an optional field
    Common name FaaS Field name Example Maximum Length
    Recurring Method RecurringMethod Subscription Subscription
    Installment
    Number of payments* Installment 12 20
    Periodicity Periodicity Month Week

    2 Weeks
    Month
    2 Months
    Quarter
    6 Months
    Year
    *The optional “LastPaymentDate” may be used in place of Installments when an end date for a recurring payment is needed. In certain forms a donor may want to choose a recurring option where an end date is selected rather than the number of payments. End date has the following attributes:
    • LastPaymentDate: dd/mm/yyyy
    End date may also be broken down into its elements as follows:
    • LastPaymentDateYear (yy)
    • LastPaymentDateMonth (mm)
    • LastPaymentDateDay (dd)


    Special Condition:
    • Installment = 999: The special case of 999 translates to indefinite recurring payments. The receipt message for the recurring payment will NOT display the END DATE and will ask the patron to contact the organization for cancellation.



  • #2
    <div>
    <label for="Installment1">One Time<br/> </label><input type="radio" name="Installment" id="Installment1" value=null />
    <label for="Installment2">Ongoing Monthly</label><input type="radio" name="Installment" id="Installment2" value="999" />

    <input name="Periodicity" type="hidden" id="Periodicity" value="Month" />
    <input name="RecurringMethod" type="hidden" id="RecurringMethod" value="Subscription" />
    </div>

    By setting the installment value for Installment to null - there is no recurrence set.
    By setting the installment value for Installment to "999" - payments are indefinite

    By setting the Recurring Method to "Subscription" - there is no issue trying to split the total amount by "999"

    The difference in a Recurring Method of "Subscription" vs. "Installment" is that "Subscription" takes the Unit Price and repeats by the periodicity, and "Installment" takes the Unit Price and divides it by the Installment.

    Regards, C&P Live Support
    Last edited by CnP.LiveSupport.AB; 08-31-2017, 07:33 AM.
    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

    Comment


    • #3
      Thanks for that update. However it had an unintended, perhaps, insurmountable, consequence.

      Firstly, I have changed my form in that section as follows:

      <fieldset class="DonationForm-radioFieldset">

      <input name="ItemID1" type="hidden" id="ItemID1" value="1" />
      <input name="ItemName1" type="hidden" id="ItemName1" value="Donation" />
      <input name="Quantity1" type="hidden" id="Quantity1" value="1" />
      <input name="UnitDeductible1" type="hidden" id="UnitDeductible1" value="100%" />

      <div>
      <input type="radio" name="UnitPrice1" id="UnitPrice1" value="250" checked="checked" />
      <label for="UnitPrice1">$250</label>
      </div>
      <div>
      <input type="radio" name="UnitPrice1" id="UnitPrice1" value="Other" />
      <label for="UnitPrice1">Other</label>
      <input class="-input-width-auto" name="Other1" type="number" id="Other1" />
      </div>

      </fieldset>

      <h3>Frequency</h3>

      <fieldset class="DonationForm-radioFieldset">
      <div>
      <label for="Installment1">One Time</label><input type="radio" name="Installment" id="Installment1" value=null />
      <label for="Installment2">Ongoing Monthly</label><input type="radio" name="Installment" id="Installment2" value="999" />
      <input name="Periodicity" type="hidden" id="Periodicity" value="Month" />
      <input name="RecurringMethod" type="hidden" id="RecurringMethod" value="Subscription" />
      </div>
      </fieldset>

      Secondly, here is my dilemma:
      - The old form, if you chose recurring, took the two donation amounts (whether the preset $250 or another amount (from the Other field) and divided by 12.
      - The new form takes the amount entered as a number against which it decides whether to charge the same amount once or monthly.

      So, in my test I added $1000 to the Other field, chose Ongoing Monthly and it will now charge me $1000/month in perpetuity.

      Nice for us, but not what we had in mind. I was hoping for $1000/12 * (999).

      Can we do that?

      Comment


      • #4
        Thanks for that update. However it had an unintended, perhaps, insurmountable, consequence.

        Firstly, I have changed my form in that section as follows:

        &lt;fieldset class="DonationForm-radioFieldset"&gt;

        &lt;input name="ItemID1" type="hidden" id="ItemID1" value="1" /&gt;
        &lt;input name="ItemName1" type="hidden" id="ItemName1" value="Donation" /&gt;
        &lt;input name="Quantity1" type="hidden" id="Quantity1" value="1" /&gt;
        &lt;input name="UnitDeductible1" type="hidden" id="UnitDeductible1" value="100%" /&gt;

        &lt;div&gt;
        &lt;input type="radio" name="UnitPrice1" id="UnitPrice1" value="250" checked="checked" /&gt;
        &lt;label for="UnitPrice1"&gt;$250&lt;/label&gt;
        &lt;/div&gt;
        &lt;div&gt;
        &lt;input type="radio" name="UnitPrice1" id="UnitPrice1" value="Other" /&gt;
        &lt;label for="UnitPrice1"&gt;Other&lt;/label&gt;
        &lt;input class="-input-width-auto" name="Other1" type="number" id="Other1" /&gt;
        &lt;/div&gt;

        &lt;/fieldset&gt;

        &lt;h3&gt;Frequency&lt;/h3&gt;

        &lt;fieldset class="DonationForm-radioFieldset"&gt;
        &lt;div&gt;
        &lt;label for="Installment1"&gt;One Time&lt;/label&gt;&lt;input type="radio" name="Installment" id="Installment1" value=null /&gt;
        &lt;label for="Installment2"&gt;Ongoing Monthly&lt;/label&gt;&lt;input type="radio" name="Installment" id="Installment2" value="999" /&gt;
        &lt;input name="Periodicity" type="hidden" id="Periodicity" value="Month" /&gt;
        &lt;input name="RecurringMethod" type="hidden" id="RecurringMethod" value="Subscription" /&gt;
        &lt;/div&gt;
        &lt;/fieldset&gt;

        Secondly, here is my dilemma:
        - The old form, if you chose recurring, took the two donation amounts (whether the preset $250 or another amount (from the Other field) and divided by 12.
        - The new form takes the amount entered as a number against which it decides whether to charge the same amount once or monthly.

        So, in my test I added $1000 to the Other field, chose Ongoing Monthly and it will now charge me $1000/month in perpetuity.

        Nice for us, but not what we had in mind. I was hoping for $1000/12 * (999).

        Can we do that?

        Comment


        • #5
          Good day creichert

          I think it is best if I explain some nodes in a bit more detail.

          See: https://manual.clickandpledge.com/Fo...g_Transactions

          A recurring may be set in one of two ways:
          • Subscription: A set amount charged for a either a set period or an indefinite period. For example: $30/month for 12 months or indefinite. The indefinite is a especial case where the number of payments is set to 999.
          • Installment: A fixed amount is broken into equal payments. For example, $1000 paid in 10 payments of $100.
          As a matter of definition (logical) an installment payment cannot be paid indefinitely. I hope you see the reason- one cannot pay $1000 in payments that result in "forever".

          In your case if you wish to brake down $1000 into payments of equal amount then you need to set:

          - RecurringMethod = Installment
          - Periodicity = Month (or whatever you want)
          - Installment = 10 (or whatever number of payments is set)

          The above 3 nodes need to be correctly defined for a recurring to be set up. If any of the fields is not set up then the payment will be set as a one time payment. This feature helps with a situation such as yours. For example you may set the Installment to "" for one time and to "10" for payment over 10 months.

          I hope that helps clear it further.
          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

          Comment


          • #6
            Good day creichert

            There is an example in the Sample files (https://manual.clickandpledge.com/Fo...a-Service.html) that you may want to review. Download the FaaS_Examples.zip and review example 10.

            The following nodes: - Line 62, 63 in Example 10

            <input name="Installment" type="text" id="Installment" value="10" size="5" /></td>
            <input type="hidden" name="RecurringMethod" id="RecurringMethod" value="Installment" />

            The "RecurringMethod" is set to Installment and the "Installment" node is set to 10

            The word installment has 2 separate meaning as in each node it means something different. In the "installment" node it means the number of payments and in the RecurringMethod it means "installment" similar to when you purchase a car for $30,000 and then pay it in installments of $300 payable each month for 5 years.

            I hope this helps.
            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

            Comment

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