The steps for configuring recurring payments are covered on other pages, but there are some things to note before you can proceed.
Tendenci 7.4.1 or greater is required. See the upgrade documentation for more details on updating.
If you want to know how to configure your tendenci.com payments see https://www.tendenci.com/help-files/recurring-payment-help/
Setting up the payment gateway is covered in help file Setting Up Online Payment and your Merchant Provider on a Tendenci Site and auto renew with Stripe is detailed on a separate page.
If you create a recurring payment but your system is incorrectly configured you will need to delete the recurring payment and create a new entry.
Updating Payment Methods¶
The point of recurring payments is to allow members to opt in when performing payments, but this requires one more step be performed.
Depending on if there is already an ‘online’ Payment Method listed at https://example.com/admin/payments/paymentmethod/ (‘online’ means using your merchant account) you will either need to add a new entry, or potentially rename the existing ‘Is online’ payment entry (for example a rename might be required if you changed your merchant from PayPal to Stripe). Membership Applications will update to the new names automatically.
Do not delete your existing ‘Is online’ method and create a new ‘Is online’ method of payment. Deleting the existing method will remove all memberships that were paid using that method.
Stripe and Authorize.net manage their test systems differently. For Stripe, the procedure is to use a special test only access key while Authorize.net use different API endpoints. Be sure you adjust your settings appropriately for the endpoint you have chosen!