Direct Debit for Membership Extras

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Last updated: 2024-05-16

Works with CiviCRM 5.51 or higher.

Is Direct Debit for Membership Extras for me?

If you are a UK-based organisation that collects Direct Debit from your customers in a regular basis, this could be the right extension for you. This extension could potentially work with EU based SEPA too.

Direct Debit for Membership Extras is designed to give organisations control over every step of a typical Direct Debit process while help automating the repetitive tasks.

Please note that Direct Debit for Membership Extras is a companion extension of our Membership Extras extension. Membership Extras is designed to provide a number of features to enhance CiviCRM and provide support for more complex membership workflows. It is required for this extension "Direct Debit for Membership Extras" to work.

Direct Debit batch management

Direct Debit batch is a very cost-efficient way for processing Direct Debit transactions. Direct Debit for Membership Extras operates on the Direct Debit batch process. Two types of batches are included in the extension for different transaction types:

  • New instruction batch - allow selecting and batching any newly submitted Direct Debit mandates
  • Payment collection batch - allow selecting and batching any Direct Debit contributions that link to approved Direct Debit mandates

An AUDDIS standard export can be generated for any type of batch so that they can be submitted to online Direct Debit processing portals such as PT-X.

Multi-originator support

Direct Debit for Membership Extras understands the common structure which multiple business entities exist in one organisation. Therefore, the extension supports multiple originators throughout it’s whole process. This allows organisations to manage their income stream for all business entities within a single CRM.

Direct Debit emails and letters

With Direct Debit for Membership Extras, the following actions in the Direct Debit process will also be recorded as activities in the system:

  • New Direct Debit Recurring Payment
  • Update Direct Debit Recurring Payment
  • Direct Debit Payment Collection Reminder
  • Offline Direct Debit Auto-renewal
  • Direct Debit Mandate Update

Scheduled reminders can be created basing on these activities to automate the corresponding communications. The extension also provides five custom made message templates that will magically populate Direct Debit related information when used in scheduled reminders.

Staff can also choose to manually send Direct Debit emails or download Direct Debit letters in Contribution/ Membership search results by using Direct Debit bulk actions and selecting any of the five templates.

How do I get Direct Debit for Membership Extras?

Direct Debit for Membership Extras is (unsurprisingly!) designed to work with "Membership Extras" and so requires that that that extension is installed for this extension to work correctly.

Please note that due to the complex nature of Membership Extras it has some specific installation requirements and it is designed and tested to work with a specific and patched version of CiviCRM that Compuco host via our Github. Using Membership Extras with an earlier or newer version of CiviCRM may lead to unexpected issues.

As such to use Direct Debit for Membership Extras you will of course need to have the correct version of Membership Extras and CiviCRM above.

In the extension info.xml file, see the “comments” field where we specify the currently supported version of CiviCRM and have a download link to the correct version: See here. Currently this is a patched version of CiviCRM 5.51.3, which can be found here: https://github.com/compucorp/civicrm-core/releases

This patched version may be earlier than the latest version of CiviCRM but includes all security patches. 

Other ways to get Direct Debit for Membership Extras?

The easiest way to get all of the Compuco extensions fully tested and installed is via the Compuco hosted version of CiviCRM: CiviPlus

CiviPlus brings together all the very best features of the amazing CiviCRM platform from all around the community and combines it with our Compuco know-how to give you the best possible CiviCRM experience. Migrating to CiviPlus is easy using our automated CiviCRM migration tool.

With enterprise grade hosting, scalability and security, CiviPlus will support your organisation to grow and thrive safe in the knowledge that we have you covered.

CiviPlus is CiviCRM plus a whole lot more.

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