edit

Transaction Lifecycle

Initial sign-up (online or offline)

A direct debit is not confirmed for at least 10 days which means that, by default, the transactions will remain in Pending state until the payment has actually been taken. But this can mean that memberships are not activated for quite a long time so there is an option to override this behaviour.

Mark initial contribution as completed: Disabled (default)

  • Recurring Contribution is created with status: Pending
  • Contribution is created with status: Pending
  • Membership is created with status: Pending

Mark initial contribution as completed: Enabled

  • Recurring Contribution is created with status: In Progress
  • Contribution is created with status: Completed
  • Membership is created with status: New

Reconciliation

  • Recurring Contribution is created with status: Pending
  • Contribution is updated if found to match recurring contribution (status is not changed).

Sync

If a successful collection report is found:

  • Recurring contribution status is updated to In Progress.
  • Contribution is updated to Completed

If a failed collection report is found:

  • Recurring contribution status is not changed.
  • Contribution status is updated to "Failed".