35 Help Files Found

How Does the Recurring Payments Module Work?

The Recurring Payments module provides an automatic recurring billing service for your members, donors, and sponsors. There are multiple ways you can incorporate this into your Tendenci website to make revenue generaton seamless and continuous. Memberships can be set up to auto-renew at the end of the membership period, facilitating the renewal process for both members and membership chairs. Using …

How to Disable a Recurring Payment Account

Disabling a recurring payment account is a good way to stop the payments but retain the history of invoices and payments for the account within the RP module. It also allows someone to restart their payments without needing to recreate the account. Deleting a recurring payment account deletes all information from the RP module, however invoices are retained for historical purposes within …

How to Set Up a Recurring Payment Account

The Recurring Payments function is an optional feature found within both the Tendenci Memberships module and the Forms module. You can also set up a Recurring Payment outside of these modules, for regular billing of your sponsors or clients.  Setting up a recurring payment account is easy. It simply takes the following 3 steps: Navigate to the Recurring Payments module. …

How to Delete a Recurring Payment Account

Disabling a recurring payment account is a good way to stop the payments but retain the history of invoices and payments for the account within the RP module. It also allows someone to restart their payments without needing to recreate the account. Deleting a recurring payment account deletes all information from the RP module, however invoices are retained for historical …

How to Enable the Recurring Payment for a Custom Form?

  To enable the recurring payment for a custom form, make sure you've completed all of the following three steps: 1) Use stripe as the payment gateway or have an Authorize.Net account with CIM activated. http://www.authorize.net/solutions/merchantsolutions/merchantservices/cim/ 2) Turn on the recurring payment on your site http://www.yoursitedoname.com/settings/module/recurring_payments/#id_enabled. Set Enabled to be true. 3) When creating/editing a custom form, make sure the …

How to Set up and Access Your Tendenci Account

We are making it easier for you to manage your account with Tendenci! View your invoices See payment history Update your billing information Follow these steps to get started. Step by Step Instructions on Setting up Your Recurring Payment Information 1. Log in to www.tendenci.com/rp If this is your first time to login or you have forgotten your password, then …

How do I require payment at time of event registration?

I need payment up front so I can order the right amount of food! When setting up registration for an event, you can choose payment options and select whether payment is required. If 'Payment required' is NOT CHECKED  The roster shows all registrants in the seat count and splits these into paid and unpaid options. This gives the coordinator a …

How to Add a Form with Recurring Donations

Want to make donations easier?  Now you can with recurring payments on a custom donations form.   Follow these quick and easy steps to add your donations form today: 1. Make sure recurring payments is enabled - learn how to enable recurring payments here 2. Add a form - to add a form, under your admin menu select "Apps", then …

Invoices

Create, Search and View Invoices Online You won’t need an accounting degree to manage incoming revenue with our integrated payment gateways and automated invoice module.  Tendenci automatically generates an invoice for each website transaction.  Invoices are color-coded, making it easy to distinguish between event registration invoices, membership invoices, and other transaction types from the Preview List.  Open individual invoices and you have …

How to Enable Memberships Auto Renew with Stripe?

If your site is using stripe as the payment gateway, you can enable the auto renew so that members can opt in to automatically renew their memberships upon expiration. To enable auto renew, just follow these two steps: 1). Turn on the Recurring Payments module (if not already) by setting Enabled to true on https://www.yourdomain/settings/module/recurring_payments/#id_enabled. And set the setting Allow Auto Renewal …

Contact us to upgrade to Tendenci

The open source solution chosen by associations around the world.

Want to talk? (281) 497-6567

Sign up for Tendenci - The Open Source AMS

No per user pricing. Unlimited admins.

Demo Now

Have Questions?

Contact us!

Site Search