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Using EndDate with Recurring (Subscription) Payments via the API

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  • Using EndDate with Recurring (Subscription) Payments via the API

    Is <EndDate> supported when submitting a "subscription" style recurring payment via the API? The documentation states that <EndDate> is ignored when <Periodicity> is specified. How is this true when subscription payments are concerned?

  • #2
    &lt;EndDate&gt; Usage

    Imagine the following scenario:

    <> Repeat my payment every month until November 3, 2010

    In the above scenario you have 2 choices:

    1: Send us N - meaning you can calculate how many "months" are there between NOW and November 3, 2010

    2: Send us the end date and we calculate it for you.

    If you want to set up recurring by asking the donor how many times they wish to donate then you pass us the Interval. For example:

    <> I would like to donate every month for 10 months.

    This way you pass us the periodicity of "month" and the interval of 10.

    The API gives you the flexibility to do whatever you want.

    As an example look at the following forms we have as embedded forms:

    Example of open ended recurring

    Example of listed recurring

    hope that answers the question.

    Please let us know if we can provide any further assistance.
    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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    • #3
      I think I understand that. Just to confirm, would this be a valid recurring block in the API request?

      Code:
      <Recurring>
              <EndDate>01/01/10</EndDate>
              <Periodicity>Month</Periodicity>
      </Recurring>
      My understanding is that this would tell Click & Pledge that the current transaction should repeat on a monthly basis until Jan 1, 2010. Is that correct?

      I'd recommend that someone comb through the recurring documentation, as what it says doesn't line up with what you said in your reply. The documentation explicitly states that the <EndDate> is ignored if <Periodicity> is included in the API request.

      Comment


      • #4
        EndDate &amp; Period

        Thank you for bringing that to our attention.

        I reviewed the manual and fixed it. It should have said EndDate will be ignored if the number of donations is specified.

        The EndDate was added as a matter of convenience for the FaaS service. The FaaS was designed for those that know how to design a form but not necessarily are programmers. So the problem became how to help them create open ended recurring without programming.

        Again thanks for your note.
        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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