Creating a Recurring Payment Pre-Fonteva 20Spring
Recurring payments or installment options can be configured on existing Sales Orders on a case-by-case basis. For Subscription Items, the installment schedule configured on the Subscription Plan record will override any scheduled payments on the related Sales Order record.
A Schedule Job (SchedulePaymentChargeBatchableScheduler) will need to be scheduled, which will processes Scheduled Payments. This will only need to be done once in your system, until the end date of the Scheduled Job has past. Once the End Date of the Schedule Item has passed, a new Schedule Job will need to be created. See our Scheduled Jobs page for more information.
Create a Recurring Payment:
Navigate to the Sales Order tab.
Click New. The New Sales Order modal will open.
Select the Account or Contact making the purchase using the lookup field.
Select the Entity. This determines whether the Account or Contact will be responsible for payment.
Select Receipt as the Posting Entity.
Select Termed Recurring as the Schedule Type.
Select Closed from the Status picklist.
In the Schedule section, select the Schedule Frequency from the picklist.
Type the Number of Installments to designate the number of payments to be made on the Sales Order.
Type the day that the payment schedule will begin in the Schedule Start Date field. The payment schedule can only start the day the Sales Order is created or later.
Click Save.
Create an Evergreen Recurring Payment:
An Evergreen Recurring Payment is a payment that will occur indefinitely on a monthly basis. For example, for the rest of a Member's lifetime, he/she would like to set up a recurring automatic $25 donation every month.
Navigate to the Sales Order tab.
Click New. The New Sales Order modal will open.
Select the Account or Contact making the purchase using the lookup field.
Select the https://fonteva.atlassian.net/wiki/spaces/userguide/pages/854241010. This determines whether the Account or Contact will be responsible for payment.
Select a valid saved Payment Method associated with the Contact/Account.
Select Closed from the Status picklist.
Select Receipt as the Posting Entity.
Select Evergreen Recurring as the Schedule Type.
In the Schedule section, select the Schedule Frequency from the picklist.
Type the day that the payment schedule will begin in the Schedule Start Date field. The payment schedule can only start the day the Sales Order is created or later.
Click Save.