Infoodle can capture people's 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 that 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 doesn't yet support automatic payments for. In this scenario infoodle captures their intent and over time their incoming funds arrives in infoodle. 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:
- By adding a pledge to a person's Finance profile.
- Using an infoodle form, you can drag a Recurring Period field onto the form. You are warned of the two 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".
See Adding Recurring Payments to a Form for more information.
Recurring Income
Displaying the current pledges tab
Within Finance you'll find the menu option Recurring payments. Selecting this will open on the Planned page. These are the plans that people have made to pay you.
If a form entry has not has been approved and assigned to a contact, this screen shows that the plan is waiting for an infoodle contact to be assigned to it.
To approve the form select the Form ID number and you will be taken to the Form Approval page.
The Details link displays the details of the plan.
Note: The one-off payments are now not shown by default - you have to select the option on the right-hand side of the screen,Include one off items? to include these in the displayed list.
Plan details
This page displays the details relating to this plan and all of the scheduled payment dates and amounts. You also have the option of taking a payment for any of the dates listed where a payment has been missed (possibly due to expired credit card details) or when a payment date has not yet passed (use with caution).
Take payment now
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 tab
This screen shows a list of the payments that have been made, and the next payments for each person that are due. Here you also have the option to take a manual payment if it is required - again, use with caution!
History tab
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.
Individual's Profile - Finance
When you are on a person's page, depending on how you have this set up, you can find the find their associated transactions on either the Finance section of their main profile page, on the associated Finance tab.
In this Finance section there are a number of different tabs, one of which is Pledges. This lists the history and upcoming transactions that they have committed to pay. 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.