RPIs can be created manually or automatically (via web widgets using Stripe or GoCardless, or through imports).
Before You Begin
When creating a new RPI, if it is too late to collect based on the Start Month, Collection Day, and required processing time, the system will collect the first payment on the same day of the next applicable period (month, quarter, half-year, or year).
Add a New Recurring Payment Instruction
Open the constituent’s Timeline.
Click the Add button.
Select Recurring Payment Instruction.
Complete the RPI Header
Fill in the required fields:
Connected to – Link the RPI to another constituent, if needed.
Type – Choose Recurring Donation or Membership.
Frequency – Select Month, Quarter, Half Year, or Year.
Collection Method – Choose from the collection methods set up in Settings.
Collection Day –
Standing Orders, Cheques, CAF: usual day funds are received.
Stripe / GoCardless: day the collection request is sent (not the payment date).
Start Month – The month the RPI should begin.
Currency
Bank Account – Where funds will be deposited.
Complete any additional collection-method fields (e.g., Sort Code, Account Number, Reference).
Add comments if needed.
Select an Acknowledgement Template and add any personalised text.
Complete the Payments Section
Enter the Campaign that initiated the RPI.
Enter the Amount (total for the RPI).
Set Starting:
Next Collection – Bills on the next available collection day.
On or After – Bills only on the Collection Day after the selected date.
Set Ending:
Open-Ended, or
No payments after a chosen date.
Click More to complete:
Channel
Reference
Complete the Allocations
Select the Product (e.g., donation, membership, merchandise).
Set Qty = 1.
Enter the Amount Due (matches the total unless split across multiple allocations).
Select the Fund.
Click More to complete:
Department
Potentially Gift Aid-able?
Comments
Add a Beneficiary if needed.
Add Extra Allocations
If the RPI amount is being split across multiple items:
Click the Add button next to the Allocations section.
Complete the new allocation as before.
Repeat as needed—there is no limit to the number of allocations.
Save the RPI
Scroll to the Payments header.
Click Save Changes.
📌 Notes:
RPIs currently do not store processing costs. These should be added via the File Uploader.
Negative values are allowed on RPIs but not supported in EFT/Batch Transactions.
Update an Existing RPI
Open the constituent’s Timeline.
Select the RPI and open it.
Edit any un-greyed fields directly.
Click Save Changes.
A Change Log entry is created automatically for auditing.
📌 Note: Changes take effect from the next collection.
Change the Collection Method
Open the RPI.
Click Manage.
Select Change Collection Method.
Complete the required fields for the new method.
Click Save Changes.