Request for new feature to allow recurring payments from a configured contribution page. (Optionally allow for pledges too -but I'm not using them here)
Coleman - I can help with testing, any idea how much to fund this in hours or $? I think it would cleanly follow the way contributions are currently handled. There are 4 related options on contribution page: Enabled, units, intervals and installments. Webform could just reuse the contribution page settings or allow them to be configured in the configuration form. IMO think grabbing them from form is fine, but latter gives a bit more flexibility (e.g. use tokens for internals)...
Logic is:
1. Check if contribution page has recurring enabled
2. Allow setting of options - if that feature is built. might be good to just display if not.
3. Use receipt from contribution page message template(s).
Note I think there is some logic on confirmation page/email message templates to show that payment recurring. Not sure if that is in Smarty or separate template but all that may just "work".
| Comment | File | Size | Author |
|---|---|---|---|
| #12 | 4.18-b-wf_crm_webform_postprocess.inc_.patch | 4.27 KB | rubofvil |
| #11 | 4.18-wf_crm_webform_postprocess.inc_.patch | 3.69 KB | rubofvil |
Comments
Comment #2
colemanw commentedI just poked around in the payment api and it does look like this will be possible using api calls. From what I can tell creating a recurring payment is mostly a matter of sending the right params into the contribution api, but some experimentation and testing will be needed.
I'd estimate this to be a ~10 hour project (give or take a bit).
If your ready to sponsor this you can submit it to the paid issue queue.
Comment #3
wwatson13 commentedI would be willing to help sponsor this work assuming that it will also work with memberships.
Comment #4
petednz commentedany news on this?
Comment #5
danielstrum commentedHi Folks,
Any news on this feature? Anything I might be able to do to move it forward? Did it ever get into the paid issue queue?
Thanks,
ds
Comment #6
colemanw commentedGood news! We've got pledges of funding to see this issue through:
* CCR - 5 hours
* Fuzion 1 hour
* CiviDesk - 1 hour
* Greenleaf Advancement - 1 hour
* Compuorp - 2 hours
* Palante - cover overruns
Will be starting work shortly.
Comment #7
larynI saw your note on SE indicating this was in the latest dev -- I'm trying to test this out but it doesn't seem to attach the recurring aspect to the payment. (My tests center around a membership payment currently).
I have a Membership set up (user selects which Membership and the related minimum membership fee is associated), and then under Contributions I have Recurring frequency (in a static list with options for "No installments" as "Do not renew automatically" and "year" as "Renew automatically").
I added the Recurring frequency field on the first page and then on the payment page during attempts at testing, but haven't seen any evidence that the payments are actually coming through as recurring when I test.
Am I missing a step?
Comment #8
karingGood point Memberships...
The workflow for the Donations and Events and Memberships is such that you get a Total Amount -> which can then be paid instantly or in installments (and that produces a recurring series) - depending on what the user prefers.
Following existing logic in webform_civicrm creation of the recurring series uses the CiviCRM APIs. There is no additional code specific to Contributions, Events, or Membership.
Re: Memberships: a user can now pay an annual Membership in monthly installments (e.g.) - but
$result = wf_civicrm_api('membership', 'create', $params);does not create a recurring series itself; that's what would be required in order to create a 'Recurring Membership with installment (Recurring Contribution) payments'. It's like a second dimension in Recurring.
We don't typically use automatic renewals for Membership with our clients (1y is a long time for a credit card not to get lost or compromised otherwise). But with these new configuration options for Recurring Contributions there are now options to both set the Number of Terms a Membership should be renewed for as well as Installment payments - which will mimic some of that Recurring Membership itself (in addition to offering the installment (Recurring Contribution) payments.
So it's a different way to look at Recurring Contributions - but it's very 'webformy' - and allows for many possible config options.
I've started posting a first example (for Event) here: http://civicrm.stackexchange.com/questions/17012/some-examples-on-how-to...
Comment #9
spontarelliam commentedI appreciate the time put into making option #8 possible, but I'm wondering, is work is still being done to make typical recurring contributions possible?
I'm afraid that people will be scared at the sight of a large one time contribution, even if you do give the option to break it into installments.
Comment #10
zkrebs commentedFollowing. Can we just get typical recurring memberships to happen with this module?
Comment #11
rubofvil commentedWe require also the recurring contributions without installments(pledge).
The attached patch i think that can fix this.
Comment #12
rubofvil commentedWhen we have more than one contact, by default the contribution transaction get email of first contact.
If the email from the first contact is empty the error "An email address is required to complete this transaction." is present
We increase the patch to try to fix this, getting the email from the anothers contacts in webform.
"This make sense if with conditional you are hiding the first contact from civicrm."
Comment #13
zkrebs commentedHas anyone tried #12?
Comment #14
k.elizabeth commentedCurious about the status of this feature request? Presently if a donation page has the Recurring Contributions checkbox checked, a webform does not provide the user with the option to make a payment recurring when filling out the form, as they do on the native civicrm contribution form.
Comment #15
karingWebform CiviCRM module has a recurring contributions section for some time
now. And yes it can be configured to do normal recurring contributions (i.e. generate open ended recurring contribution of $/month by credit card or ACHEFT).
Reference to get started:
https://civicrm.stackexchange.com/questions/17012/how-do-i-configure-the...
If you need more examples/details - best to look for posts and ask Q on CiviCRM’s SE: https://civicrm.stackexchange.com
Comment #16
karing