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

  • imported - for example from an agency. See [URL] 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 - the usual day the monies will be taken
  • 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 acknowledgement


Next, complete the Payments header as follows:

  • Campaign - the campaign that the initiated the RPI
  • Amount - The total amount of the RPI
  • Starting - Next Collection or On or After (date box will appear)
  • 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

 

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