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  1. CiviCRM
  2. CRM-10076

Recurring contributions and auto-renew memberships: allow self-service and back-office update and cancellation

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.2.0
    • Fix Version/s: 4.2.0
    • Component/s: CiviContribute, CiviMember
    • Labels:
      None

      Description

      1. Allow authorized staff to cancel or modify a recurring contribution or an auto-renew membership from within CiviCRM back-office screens. Cancellation should update CiviCRM database recurring contribution status, insert an activity record, and optionally - for supported payment processors - use the processor API to send cancellation request to the processor. Updates should modify the CiviCRM recurring contribution record, insert an activity record, and optionally - for supported payment processors - use the processor API to send the change request to the processor.

      2. Allow donors to cancel or modify a recurring contribution or an auto-renew membership from CiviCRM links which are included in each recurring contribution / auto-renew membership receipt.

      Features Supported for Each Payment Processor
      ======================================
      Donors can cancel via API by clicking URL included in receipts: Authorize.net, Google Checkout, PayPal Pro
      Backoffice staff can cancel via API from Cancel link on Recurring Contribution listing: Authorize.net, Google Checkout, PayPal Pro
      Donors can cancel via PayPal site using link included in receipts (donor must log in to their own account): PayPal Standard
      Backoffice staff can update recurring contribution status to cancelled. Subscription must be cancelled separately on processor website: All other processors

      Donors can enter a new credit card and / or billing address by clicking URL included in receipts: Authorize.net, PayPal Pro
      Donors can update the amount and # of installments by clicking URL included in receipts: Authorize.net, PayPal Pro
      Backoffice staff can enter a new credit card and / or billing address by clicking Change Billing Details link from Recurring Contribution and Membership (auto-renew) listings: Authorize.net, PayPal Pro
      Backoffice staff can update the amount and # of installments by clicking Edit link from Recurring Contribution listing: Authorize.net, PayPal Pro

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      This is the parent task for this project. Additional details provided in sub-tasks.

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              • Assignee:
                deepak Deepak Srivastava
                Reporter:
                dgg David Greenberg
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