Currently, we have three different options as to the status of a Recurring Gift in Causeview: Active, On Hold, and Cancelled. This provides a challenge when working with iATs who only has two statuses: On and Off.
When we put a gift on hold in Causeview, it changes the start date of the gift in iATs to 60 years in the future. To better understand what happens in both Causeview and iATs when you place a gift “On Hold” please read the instructions below.
In order to navigate to the Recurring Gift Management Interface, click on the Recurring Gift tab from the home screen.
Then select the recurring gift you would like to edit.
On the Recurring Gift’s Record Detail Page, click on the "edit" button.
Using the Recurring Gift Management Interface, you can change the status of your gift from “Active” to either “On Hold” or “Cancelled”. Select “On Hold” and press “Update Recurring Gift”.
You will then see the status changed on the Recurring Gift’s Record Detail page. This will halt all future payments from being taken from this credit card.
You can then login to your iATs account. Under the “Virtual Terminal” tab you can see the “Customer Database” option.
Search for the constituent who’s recurring gift’s status was just altered using the search bar in the upper right hand corner. Once you press search, you can sort through the gifts to see the recurring gift that you are looking for. You can confirm using the customer code.
If you look at the Begin Date and End Date columns, they have been changed to start in 2066. The effect of the “On Hold” Status in Causeview is this delay in start date.
If you wanted to re-activate the recurring gift, you would go back to that gift’s Recurring Gift Management Interface, and change the status back to “Active”. This will prompt you to change the gift’s “Begin Date” to either today or a future start date. This field is usually greyed out. Once you select the appropriate date, press the “Update Recurring Profile” button.
You can then see the subsequent changes on the Recurring Gift’s Record Detail page, including the new “Active” status and the “New Payment Start Date” field with the new date.
If you were to log back into iATs and search for that same constituent, you would see that the “Begin Date” has been changed to the newly selected date.