Guide For Smart Debit Reconciliation Extension

 

Features:

• Ability to see missing smart debit mandates from CiviCRM and Smart Debit

• Ability to link contacts which are missing mandates from CiviCRM

• Ability to edit recurring record’s amount, frequency and status for which these are differing.

• Ability to see contacts which are missing payer reference which some organization use as contact ID

 

Prerequisites:

Have UK Direct Debit extension installed https://github.com/veda-consulting/uk.co.vedaconsulting.payment.ukdirectdebit

Have Smart Debit extension installed

https://github.com/veda-consulting/uk.co.vedaconsulting.payment.smartdebitdd

 

Installation and usage:

1. Install https://github.com/veda-consulting/uk.co.vedaconsulting.module.smartdebit_reconciliation extension on your CiviCRM set up

 

2. Have 'Refresh civicrm_sd_refresh table with latest Smart Debit Mandates' schedule job running

3. Access the extension (http://<domain>/civicrm/smartdebit/reconciliation/list)

 

4. To check missing mandates from CiviCRM (http://<domain>/civicrm/smartdebit/reconciliation/list?checkMissingFromCivi=1)

 

5. Click ‘Fix Me’, it will take you to match appropriate recur and membership if contact found otherwise you have chance to search contact and match

 

6. To check missing mandates from Smart Debit

(http://<domain>/civicrm/smartdebit/reconciliation/list?checkMissingFromSD=1)

 

7. To check mandates which are differing amounts/frequencies/status

(http://<domain>/civicrm/smartdebit/reconciliation/list?checkAmount=1)

(http://<domain>/civicrm/smartdebit/reconciliation/list?checkFrequency=1)

(http://<domain>/civicrm/smartdebit/reconciliation/list?checkStatus=1)

 

Example: Frequency difference

 

8. To check all mandates with missing contact ID From CiviCRM

(http://<domain>/civicrm/smartdebit/reconciliation/list?checkPayerReference=1)

This is to show difference where ‘payerReference’ of Smart Debit does not match with CiviCRM contact ID.

Generally, we match trxn_id of contribution recur in CiviCRM with ‘reference_number’ of Smart Debit and we assign contact_id as ‘payerReference’  of smart debit