Managing Recurring Gifts

Updating recurring gifts can present a challenge. A recurring gift has a schedule, payment and allocation information.  The schedule is when a payment is processed, the payment information are the credit card or ACH details, the recurring allocation is how the payments are allocated to different funds.

For all  iATS, Safesave and Ezidebit customers the Recurring Gift Management interface allows for a  one-stop shop for editing and canceling recurring gifts. You can access this on the recurring gift record detail page through the “Edit” or "Recurring Gift Management" button*.

Once the "Edit" button is pressed, you will be directed to the new recurring gift interface which has all of your payment, recurring profile, and gift cancellation options.

To edit the constituent’s recurring gift information in the new interface, edit the highlighted fields below.

Notes:

To cancel the recurring gift, use “Status” drop down menu and change the setting to “Cancelled”.

The “Schedule Day” field sets the day of the month to withdraw the funds for the recurring gift. (Ie. “10” would mean the 10^th day of the month).

To change the frequency of the recurring gift, use the “Frequency” drop down menu to change the setting.

End Date: You can set the end date of the Recurring Gift which will be enforced by iATS. If no end date is desired, please leave this value blank. While Causeview does not require an End Date, iATS does, we will set the end date to +50 years from start date in iATS.

Amount: To modify the amount, you can adjust the Recurring Gift Allocations Amount which will ensure the next payment is charged with the new amount. Click on the Pencil icon next to the Allocation.

You can then modify the Amount, Appeal and Fund if desired, click Save to have the changes updated in Causeview as well as in iATS.

* - If you have offline recurring gifts or custom fields you wish to manage, you can use an override on the edit button to edit the record manually however no updates are pushed to the payment gateway through Causeview.  Please discuss with Causeview support if you think you need this option.

To Cancel a Recurring Gift: Set Status to Cancelled.

To pause or hold a Recurring Gift; Set Status to On-Hold.

To Change Payment Amount ,update credit card number/expiry, frequency or date of payments going forward: Simply update the data via the interface and submit.

Upon submitting any changes, you will be prompted with a Success/Failure message. This will confirm if the information was successfully updated in the Merchant account. 

You can open a support request with any challenges or queries regarding the Recurring Gift Management Interface.