Back-office update billing details for recurring contributions and auto-renew memberships

• Implement new changeSubscriptionBillingDetails method for Authorize.net. Research API options for PayPal and Google Checkout, and implement for those processors as well IF the api supports changes to credit card and to billing name and address.

• If the associated payment processor supports changes to billing details via api - insert a new action link - Change Billing Details - on the Recurring Contributions selector, and for Auto-renew memberships on the Memberships selector. This links to a form where staff can enter new credit card details and / or update billing address from

• Form has Credit Card Information block (cc type, cc #, exp date and CSC all required), and Billing Name and Address block. Existing values are pre-filled for Billing Name and Address when form is loaded. Also include [ ] Send Notification checkbox (default is checked).

• If processor request succeeds, insert an Activity record:
  • Add new activity type - "Update Recurring Contribution Billing Details"
  • Activity source contact is logged in user (staff person). Target is donor.
  • Activity description should include original "processor_id" and any "update" tracking transaction id's received from processor

NOTE: We don't store the billing name and address in the contribution_recur table - so I'm not sure what to do about storing updates to this value. Simplest solution would be to just dump old and new addresses into the activity description. Open to other ideas. ???

System workflow message template(s) for Recurring Contribution and Auto-renew Membership Billing Updates
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• Send update notification to donor if send_notification true
• New system workflow templates for Recurring Contribution Updates, and for Membership Autorenewal Updates.
  ---------------- {ts 1=$contact.display_name}

  Dear %1

  {/ts}

  ,

...
For recur contrib updates:
"Billing details for your recurring contribution of $amount, every $recur_frequency_interval $recur_frequency_unit have been updated."

...
For auto-renew updates:
"Billing details for your automatically renewed $membershipType membership have been updated."

...
For both - include Billing Name and Address, and Credit Card Information blocks (same content as Contributions - Receipt (on-line) template).

"

If you have questions please contact us at %1