How to set up recurring donations : Support

Recurring Donations are only available to Customers using the Windcave Payment Gateway.

In order for recurring donations to work your organisation must first to be registered with Windcave's PXPost and have the feature licensed. Contact support@patronbase.com for more information.

To set it up (once the above prerequisites have been completed):

1. Go to WebHub > Administration

> Sales

> Recurring Sales Schemes

2. Click the New Schemes button

3. Status should be Active

4. Give the donation a Description:

5. The Recurrence can be by month, year, day or week:

It is possible to have multiple Month, Year, Day and Week options

6. So in this example, we are setting up a monthly option:

7. You can calculate by Day of Month, Date in Year and Date Offset

If Offset is selected the donation will be made immediately as soon as the patron purchases, and the next one will go in on the same day of the following month.

8. Here we have set payments to go out on the 1st of every month.

9. Click Save & Return. At this point you will have created the scheme.

The scheme will start on the month of when the patron buys it. So if they buy it on the 3rd of January, in the scenario above it will start on the 1st of February.

10. Next step is to do the technical side of setting up the scheme. Under Recurring Sales find the scheme you have just set up and click Edit:

11. Click Add Restriction:

Note: If there are NO restrictions added the scheme will be applied to ALL Donations Products that are restrictions on other schemes. It is therefore strongly advised that you apply restrictions to every scheme.

12. Select Products:

13. Click Search next to the Matching Items field

14. Select Donation as the Item Type

15. Click the cursor into the Search Terms field then click the Search button

16. This will bring up all your Organisation's Donations Products

17. Click the Plus beside a Donation Product to add it

18. Click Exclude and change it to Include

Click Save & Return

You will see the setup:

Front end:

Windcave reports recurring donations as a new sale every time.

A donation receipt will be produced every time the payment is made:

To set up a recurring donation with Radio Button Options re. frequency, like this:

Note:

The one-off donation is automatic in the system and is not recurring.

If recurring sales are licensed, no matter whether they have been set up or not...

ALL donation products will have an option for one-off donation:

If you wish to turn this one-off donation option off (it will only happen on the *recurring* donation - as seen below and not as you see in the above examples),