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80% Direct Debit and 20% cheque

As a new member 
  • Need to work with Smart Debit (maybe GoCardless)
    • Need to consider other scenario of payment method change Terms
    role
    		actionNoteNotes (ellen)
    As an adminI want to be able topay an one off fee with my first instalment.TBC (maybe a new order screen)change an existing payment plan to use Direct Debit as payment method.
    • Need to work with Smart Debit (maybe GoCardless)
    • Need to consider other scenario of payment method change
    		Vinu already doing for basw
    As a new memberI want to be able topay for my existing invoices via SSP with my preferred payment method.
    • If Direct Debit, they should be able to provide Direct Debit mandate info
    • And this needs to be sent to Smart Debit
    		Vinu doing already for basw
    As an adminI want to be able torecord an one off fee with the first instalment of a membership order.the membership payment plan be automatically pro rated based on the start date of the membership.Amount for the first instalment should be calculated and populated in "adjust first instalment amount" box. This box should be ticket by default.Product team is doing spec for
    As an adminI wantSmart Debit to acknowledge all payment plan changes made in CiviCRM.
    		TBC on smart debit scope
    As an adminI want to be able tosend out invoices for contributions before the payment method is finalised.As an admin
    		Not currently included
    As a new member I want to be able tochange an existing payment plan to use Direct Debit as payment method.pay an one off fee with my first instalment.TBC (maybe a new order screen)Not currently included
    As an adminI want Smart Debit to acknowledge all payment plan changes made in CiviCRM.As an adminI wantthe membership payment plan be automatically pro rated based on the start date of the membership.Amount for the first instalment should be calculated and populated in "adjust first instalment amount" box. This box should be ticket by default.to be able to Create membership in bulk
    		Not currently included
    As an adminI want to be able tosee the balance of each payment plan.Nice to havenot included
    As an admin I want to be able tosee the the amount the contact owes the organisation and the amount the organisation owe them and the net of the two.Nice to havenot included
    As an admin I would like to be able toadjust the line amount of a price set when creating a payment plan/ contribution using price set.Not required for this project.
    Membership

    Pending CiviHR report estimations

    To follow up fields on each report with client

    (As at...) filter

    • Number of new sign ups
    • Number of renewals
    • Change membership type
    • Churn report (signup|cancellation|change)
    • Recurring revenue

    Any other membership reports

    https://www.paidmembershipspro.com/features/member-reports/

    		Membership term status and status overridePeriods
    As an adminI would like tobe able to pause a membership benefit for a period and have it resumed with its end date extended for the amount of the time it's been paused.

    YAS membership

    If a person paid 2/5 instalments for a 5 year membership and then froze the membership in 1.5 years, when the person resume their membership in 1 year time, that person should pay the rest 3/5 instalments but receive 3.5 years of membership benefit/ length.





    Pending CiviHR report estimations

    To follow up fields on each report with client

    (As at...) filter

    • Number of new sign ups
    • Number of renewals
    • Change membership type
    • Churn report (signup|cancellation|change)
    • Recurring revenue

    Any other membership reports

    https://www.paidmembershipspro.com/features/member-reports/

    		Check with CiviHR team when to build
    As an adminI would like to to able to create a membership any time of the year and have the membership first term ending at the fixed membership start date of the year, also collected a pro rated payment for the length of the first term.Not RSE
    As an adminI would likewhen creating a new membership of fixed membership type, the system should automatically suggest the end date to be one day before the fixed membership start date and also suggested the pro rated amount for the membership length.

    Only when not using price set.

    Not RSE


    As an adminI would like tobe able to configure a membership type to have a limited number of max terms.Not required for this project.
    Membership status per type - extension










    Payment Plan edit via webform





    Meeting 12/11/2018







    		Membership is created up front → + contribution then pay via direct debit/ credit

    a. Create membership upfront in bulk

    b. Send the forms to each member and they can sign up by themselves 









    ...