SEPA direct debit integration with civicrm
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Latest commit a5ac743 Feb 1, 2017 @systopia systopia update metadata

README.md

If you are in Europe and use CiviCRM to manage recurring contributions, you need this extension.

SEPA Direct Debit Module

This branch is currently maintained by Xavier Dutoit (TTTP, xavier@tttp.eu) and Björn Endres (SYSTOPIA, endres@systopia.de).

Find more documentation on http://wiki.civicrm.org/confluence/display/CRM/CiviSEPA

Important: Please download a official release! Don't use the master branch unless you want bleeding edge and you know what you're doing.

What it can do

  • OOFF and RCUR payments
  • SEPA dashboard gives you great status overview
  • payment processer for online donations and event registrations*
  • UI to manipulate mandates
  • automatic BIC lookup if Little BIC Extension in installed
  • full SEPA group life cycle: 'open'-'closed/sent'->'received'
  • record SEPA payment action and form for contacts
  • manual batching with parameters for notice period and horizon
  • automatic adjustment of late OOFF and RCUR transactions
  • integration with CiviBanking

What it can not (yet) do

  • permission management
  • membership payments
  • automatic submission to the banks

Customisation

If you need customised mandate references, exclude certain collection dates, or add a custom transaction message to the collection, you want to create a sepa customization extension implementing the following hooks:

  • civicrm_create_mandate - to generate custom mandate reference numbers
  • civicrm_defer_collection_date - to avoid days when your bank won't accept collections. (Version 1.2+ can skip weekends w/o this hook)
  • civicrm_modify_txmessage - to customize the transaction message (Version 1.2+ can set a generic message w/o this hook)

We added an example implementation for your convenience: org.project60.sepacustom