The following process shows how to create a new Recurring Payment Instruction (RPI) for a constituent from within a constituent's profile.

Note: New RPIs can also be created by

• web widgets for payments you will collect by Stripe or GoCardless

• imported - for example from an agency. See here for more information.

When creating a new RPI, please bear in mind that if it is too late to collect the money according to the Start Month, the Collection Day, and the date it is being entered plus the time you need to elapse before funds can be collected, Donorfy will attempt to collect payment on the same day next month/quarter/half-year/year depending on the Frequency selection.

From within the Constituent's Timeline, click the orange Add button.

Select Recurring Payment Instruction

Complete the details in the RPI header as follows:

• Connected to - You can opt to connect the RPI to another constituent on Donorfy, for example, a spouse. To connect the RPI click on Connected to and start to type the last name of the constituent. Once located click on the constituent and the link will be created.
• Type - Recurring Donation or Membership
• Frequency - how often you will collect the funds (Month/Year/Quarter/Half Year)
• Collection method - Choose from the Collection Method [URL] that has been set up in your system
• Collection Day -
  For Standing Orders, cheques, CAF, etc - this is the usual day the monies will be taken
  For Stripe and GoCardless RPIs - this is the day in which the request for funds is sent - the payment date will be in line with the collection processes for that particular payment gateway thereafter. For both of these methods, it is not the Payment Date.
• Start Month - the month in which you wish the RPI to commence
• Currency
• Bank Account - the account into which this money will be paid
• Complete any additional fields as pre-defined by the Collection Method e.g. Sort Code, Account Number, Reference
• Comments 
• Acknowledgement / Document Template
• Personalised text for this acknowledgment

Next, complete the Payments header as follows:

• Campaign - the campaign that initiated the RPI
• Amount - The total amount of the RPI
• Starting
  • Next Collection - the collection process runs nightly. If the Collection Day has passed, then the process will bill for it immediately, otherwise, it will await the Collection Day
  • On or After (date box will appear). Where a date is set the collection process will only start the billing process for the Collection Day after that particular On or After date.
• Ending - Open-Ended or No payments after (date box will appear)

Click on More to the right side of the screen

• Channel - The route the RPI came into you (as defined by your settings)
• Reference - Any additional reference

Next, complete the Allocations as follows:

• Product - the type of payment undertaken eg. A donation, Membership, Merchandise, etc.
• Qty - leave as 1
• Amount Due - if a single allocation will equal the Amount in the Payments header, or if a split allocation will be a partial amount (the remainder to be added as a second allocation)
• Fund

Click on More to the right side of the screen

• Department
• Potentially Gift Aid-able? - check the toggle is correct for the type of allocation 
• Comments
• You can also add a Beneficiary if needed. To add a beneficiary the RPI click on Add Beneficiary and start to type the last name

Extra Allocations

If the amount is a split amount i.e. two product types or to be split over differing funds, click on the orange Add button next to Allocations

This will add a new Allocation section under the first allocation. Complete this as per the Allocations steps above.

Note: You can add as many allocations as required.

Saving the RPI

Once the RPI details are complete, scroll back to the Payments header of the RPI and click on Save Changes

Updating an RPI

The details of an RPI can be updated at any stage, so any alterations that supporters may have requested can be accommodated, as well as any internal items such as payment provider is being changed. 

To edit and RPI you will need to:

Locate the RPI on the Constituent's Timeline, and open it up. 

All un-greyed boxes can be altered by either free-typing in the new details or by re-selecting from the drop-down lists. 

Once the changes have been made, click on Save Changes. 

The Collection Method is greyed-out, but can still be changed. To alter the Collection Method, click on the orange Manage RPI button. 

Next, click on Change Collection Method

You will then be presented a set of detail boxes to complete with the information that is required for that particular Collection Method. 

Once completed, click on Save Changes

The new Collection Method will then be set for that RPI

A ChangeLog entry will be created for all changes made to an RPI for auditing purposes. 

The changes will take effect from the next collection. 

Note: when altering the Collection Day, if that day has already been passed in (or payment has already been completed for) the current month, it is best practice to set the Starting Date on the Payments section to be the start of the following month.