Overview
The CPI Increase Processor allows you to apply annual CPI-based percentage increases to Recurring Payments. This feature ensures that donor contribution amounts stay in line with inflation or annual adjustments, without the need for manual record updates.
A button CPI Processor has been introduced and can be accessed from the “Recurring Payments” tab in the Payments2Us App.
When processed, it automatically increases recurring donation amounts based on the specified CPI percentage.
Pre-Requisite: Enable CPI Price Increase with Donor's Consent
To apply the CPI price increase, it must be enabled on the Recurring Payment records with consent from the donor/supporter.
(1) Go to the Recurring Payments record.
(2) Check “I agree to annual CPI Increases” and Save.
1. On the Recurring Payments Tab, click CPI Processor
2. Enter the CPI Percentage Value (eg 10 for 10%)
3. Click Proceed
It starts a batch processor which applies the CPI percentage increase to all Active Recurring Payments where “I agree to annual CPI Increases” is checked. Also, an activity is logged for each Recurring Payment.
5. Review the Results
Open any affected Recurring Payment record. Confirm that:
- The Amount or Donation Amount has increased.
- The "I agree to annual CPI Increases” field is unchecked.
- The “Last CPI Increase Date" field shows today’s date.
- A Task has been created with the subject “CPI Increase”.
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