80% Direct Debit and 20% cheque
role | action | Note | Notes (ellen) | |
---|---|---|---|---|
As an admin | I want to be able to | change an existing payment plan to use Direct Debit as payment method. |
| Vinu already doing for basw |
As a new member | I want to be able to | pay for my existing invoices via SSP with my preferred payment method. |
| Vinu doing already for basw |
As an admin | I want | 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 admin | I want | Smart Debit to acknowledge all payment plan changes made in CiviCRM. | TBC on smart debit scope | |
As an admin | I want to be able to | send out invoices for contributions before the payment method is finalised. | Not currently included | |
As a new member | I want to be able to | pay an one off fee with my first instalment. | TBC (maybe a new order screen) | Not currently included |
As an admin | I want to be able to | Create membership in bulk | Not currently included | |
As an admin | I want to be able to | see the balance of each payment plan. | Nice to have | not included |
As an admin | I want to be able to | see the the amount the contact owes the organisation and the amount the organisation owe them and the net of the two. | Nice to have | not included |
As an admin | I would like to be able to | adjust the line amount of a price set when creating a payment plan/ contribution using price set. | Not required for this project. | |
Membership Periods | ||||
As an admin | I would like to | be 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
Any other membership reports | Check with CiviHR team when to build | |||
As an admin | I 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 admin | I would like | when 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 admin | I would like to | be 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 | ||||
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 | ||