Payment Plan Future Phases Requirements

80% Direct Debit and 20% cheque

role
actionNoteNotes (ellen)
As an adminI want to be able tochange 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 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.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.
Not currently included
As a new member I want to be able topay an one off fee with my first instalment.TBC (maybe a new order screen)Not currently included
As an adminI want 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 Periods
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