Payments2Us Manuals

Payments2Us for Salesforce. Manage online payments, donations, events, memberships and peer-to-peer fundraising

How to manage subscriptions - charge on shipment

1. Charge payment before shipping

The charge on shipment is typically used by organisation such as Wine Clubs. When they are ready, they may want to break up the charging of shipments to say include all subscribers with Red Wine only first up, then White Wine second and finally Mixed Red/White afterwards.

This procedure steps you through starting the Recurring Payment Processor run for the select subscriptions and Payment Options.

For On Shipment, the recurring payment processor looks for all recurring payment records that:

Are not PayPal
The related Merchant Facility is Active
The related Payment Form - Recurring Payment Type is set to "On Shipment"
The Payment Form for the Recurring Payment matches the Subscription Issue related Payment Form. This is the Subscription Issue where the Payment Charge process was initiated from.
The Subscription is NOT the First Issue
The Subscription Has Subscriptions Remaining is true
The Recurring Payment - Transact Generated is NOT selected
The Recurring Payment - Last Attempted Date is blank or less than today
The Subscription - Last Issue Purchased does not equal the Subscription Issue the charge processor is generated from
If Payment Option is selected in the charge processor run, then the Subscription Payment Option matches the one selected.

1.1. Navigate to the Subscription Issue Tab

Navigate to the Subscription Issue Tab, Select the appropriate filter

1.2. Select the payment form set up based on issues

Select the Issue you would like to process

1.3. Select the Payment Generation button

The Payment Generation button will look for all recurring payments that are active and have 'On Shipment' set in the Recurring Payment field. Refer: How to set up subscriptions - charge on shipment

1.4. Select the 'Set Current Issue' button

If you have not previously set this as the current issue, then you will get a warning (1) advising of this.

Press "Set Current Issue" (2) before continuing

1.5. Select the Process button to confirm payment

1.6. Check the progress and select Close when finished

2. Generate data for mail out

This step ensures that data for subscribers is updated in the system.

The mailout data is generated from a database object called "Subscription Issue Item". This is a link between the "Subscription Issue" and the "Subscription" (Subscriber)