Recurring Payment Instructions
Get started with RPI.
By Cristina1 author12 articles
- Increase an RPI (RPI Upgrade)Learn how to upgrade a supporter’s Recurring Payment Instruction (RPI) when they choose to increase their regular donation.
- Cancel a Recurring Payment InstructionCancel a Recurring Payment Instruction (RPI) when a supporter stops their regular payment, whether you are notified via the bank or directly by the supporter.
- Cancel an RPI paid by GoCardlessLearn how cancellations made through a supporter’s bank affect GoCardless RPIs and how to manage or manually cancel an RPI within the system.
- Add and Update Recurring Payment Instructions (RPIs)Learn how to create and update Recurring Payment Instructions (RPIs) directly from a constituent’s profile, including payment setup, allocations, and collection details.
- Link a Beneficiary to a Transaction or Recurring Payment InstructionLearn how to link a beneficiary to a Transaction or Recurring Payment Instruction (RPI) when one constituent pays for a membership or benefits that another constituent receives.
- Recurring Payment Instruction (RPI) FAQsFind answers to the most common questions about how Recurring Payment Instructions (RPIs) work, how payments are collected, and how to manage different scenarios.
- Decrease the amount of an RPILearn how to reduce the payment amount on a supporter’s Recurring Payment Instruction (RPI) and ensure the updated amount is applied correctly.
- Acknowledgements for Recurring Payment InstructionsYou can automatically send acknowledgements to donors who set up a Recurring Payment Instruction (RPI), either by email or by mail.
- Analyse and Report on Recurring PaymentsDonorfy stores detailed information about Recurring Payment Instructions (RPIs), enabling you to analyse income patterns, donor behaviour and the performance of regular giving or membership programmes.
- Send Letters or Emails for a Recurring Payment Instruction (RPI)Learn how to generate and send letters or emails directly from the RPI.
- Collect Regular or Recurring Donations in DonorfyEasily collect and manage recurring donations or membership subscriptions using Donorfy’s online payment gateway integrations, Electronic Fund Transfer (EFT), and financial processing tools.
- Pause an RPILearn how to pause a Recurring Payment Instruction (RPI) when a supporter needs a temporary break from their regular payments.