Recurring Donation
The Online Donations SuiteApp lets you accept and track recurring online donations in NetSuite. In the donation setup, make sure Allow Recurring Donation is set to Yes and choose the donation frequencies donors can pick from.
On the Online Donation HTML page, donors can check the Recurring box to submit a recurring donation. Donors can choose their preferred recurring cycle and set a recurring end date before submitting their online donation.
This feature requires the Advanced Billing feature. To enable, go to Setup > Company > Enable Features. On the Transactions subtab, under the Billing section, check the Advanced Billing box. If you do not see this feature, contact your account manager. For more information, see Advanced Billing.
When someone submits a recurring donation, NetSuite first creates an invoice and automatically assigns a billing schedule to it. NetSuite then automatically creates sales orders for future recurring donations.
After NetSuite generates the invoice, it sends an email to the donor. The email includes the invoice details and a link to the Payment Link page for payment.
When a billing schedule is assigned, NetSuite adds a bill to the billing queue at the intervals determined by the schedule. Then, go to Transactions > Sales > Invoice Sales Orders (Administrator) to create those invoices.
The SuiteApp does not store payment details for recurring donations. Therefore, succeeding recurring transactions do not get charged automatically. Each time an invoice is generated for a recurring donation, the donor needs to pay using the emailed link.
Submitting a Recurring Donation
The following procedure is for donors to submit a recurring donation on your website.
To submit a recurring donation:
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On the Online Donation HTML page, the donor provides the following details:
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Name – Donor’s complete name.
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Email – Donor’s email address. If the Donor Identifier field is set to Email, the system uses the donor's email address to check if the donor already has an existing customer record in NetSuite. If there is none, then the system creates a customer record using the donor's email address.
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Phone Number – Donor’s phone number. If the Donor Identifier field is set to Phone, the system uses the donor's phone number to check if the donor already has an existing customer record in NetSuite. If there is none, then the system creates a customer record using the donor's phone number.
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Donation – Donor’s preferred donation program.
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Amount – The field dynamically displays the amount depending on the donation program or option you select. The donor can also enter a custom amount.
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The donor checks the Recurring box.
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The donor selects a recurring donation cycle.
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In the End Recurring On field, the donor enters a date for when their recurring donation ends.
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The donor clicks Donate Now.
The page redirects to the Payment Link payment page where the donor enters their payment details.
The Payment Link page also displays a summary of the Invoice created for the online donation.
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The donor clicks Pay.