• Overview of Recurring Donations and Memberships Fee Collection

      Donorfy automatically does most of the work to collect recurring payments that are paid via GoCardless or Stripe. You only have to deal with the exceptions, e.g. contacting a donor to resolve a problem if a payment fails. If you use a different ...

  • Adding a new Recurring Payment Instruction (RPI)

    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 i...

  • Linking a Beneficiary to a Transaction or Recurring Payment Instruction

    If you have a membership or friends scheme where one constituent can gift or pay for membership for another constituent who gets the benefits you can set up the Recurring Payment Instruction (RPI) or Transaction that pays for the membership to sho...

  • Editing an RPIs details

    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 RP...

  • Pause an RPI

    You may need to pause an RPI for one or more reasons, such as a supporter is between jobs and can't afford a regular monthly payment currently. Pausing is quick and easy, and all completed from within the RPI itself as follows: On the constituen...

  • Increasing an RPI (RPI Upgrade)

    If a supporter wants to increase their regular donation you can opt to 'upgrade' their RPI. This adds a new allocation to their RPI and alters the total amount to be collected.  From within the constituent Timeline... Locate the RPI in question, ...

  • Cancelling a Recurring Payment Instruction

    There are two ways that you can be notified of a constituent’s intent to cancel their recurring payment instruction (RPI) - one is via their bank - which will come through to you as a report from your EFT software. The other is that they will cont...

  • Cancelling an RPI paid by GoCardless

    When someone cancels their Direct Debit with you by themselves, e.g. via online banking - then the bank sends the cancellation details to GoCardless which then gets forwarded to Donorfy, and the corresponding RPI will be canceled. An Activity will...

  • Sending Letters or Email for an RPI

    You will need to send communications to the constituent upon certain events - such as when a new instruction has been set up, or when you have changed the amount being claimed. To create these documents go to Settings, select Acknowledgements and...

  • Acknowledgements for Recurring Payment Instructions

    You can send acknowledgements to people who have signed up to make a regular donations or payments to your organisation as follows Web Widget Setup Go into Settings and find Web Widgets - you will see under the Transaction Settings that you can ch...

  • Analysing & Reporting on Recurring Payments

    Donorfy stores a lot of information about constituents and their recurring payments e.g. for donations, membership schemes and so on. This article provides examples of how to make use of that information for planning and decision making - in all c...