Pledges and recurring payments

Infoodle can capture peoples intentions to give you money on a recurring basis. This can take two forms.

a) They use a credit card (eway, stripe or ezidebit) to make an initial payment. Infoodle captures a special record of this event and at each interval the payee has specified, infoodle takes a payment automatically from that card until the payee requests a stop.

b) They use another payment method, or a credit card which infoodle doesnt yet support automatic payments for. In this scenario infoodle captures their intent and over time their incoming funds arrives in infoodle. You are able to review their pledge. This method means the payee is in control each time as to when they make their payment to you rather than infoodle automatically taking the money from their account.

Capturing the pledge or recurring payments.

There are a two ways to add pledges or recurring payments to infoodle:

1. Adding a pledge to a persons finance profile.
2. Using an infoodle form, you can drag a 'Recurring Period' onto the form. You are warned of the 2 methods described above, and therefore when the payee selects a method that is not going to be automatic there is the facility to add a message which is shown to the user. The idea is something like - "Please ensure you make your regular payments, they are important to us".

Seeing a list of current pledges

If you click Finance there is a menu item for** Recurring payments**. Clicking this will take you to the "Planned" page. These are the plans that people have made to pay you. The one-offs are now not shown by default. Tick the Include one off items? box on the screen to add them to the list. Note that until a form entry has been accepted, this screen shows that the plan is waiting for the contact to be assigned. You have a link to click to go to the specific form that needs approving.

You can then click on the details link to take you to a break down of the details of the plan.

See a plans details

From each of the recurring payments tabs you are shown a list of plans. You can click the details to go to those plans. These show you the list of pledges or payments that have been taken and when. It also allows you to specify the date these are to stop by editing the 'Last date' field.

Next payments

This screen shows a list of the payments that have been made, and the next payments for each person that are due. You also have the option to take a manual payment if it is required - obviously use with caution!

History

The history tab shows a complete history of the payments and their status. For those that are just pledges, they will be listed. Those where payment is taken, they will show the payment status such as Paid or Failed.

Individuals Finance Tab

When you are on a persons page, you can see a list of the transactions attributed to them - i.e. their donations. There is in addition, a 'pledges' tab. This lists the history and upcoming transactions that they have pledged. If the person is logging in - and they have access to their own finance tab, then they will be able to see this information too.