Managing Recurring Gifts

Updating recurring gifts can present a challenge. A recurring gift has a schedule

For all current iATS customers the new recurring gift interface allows for a smooth, "one size fits all’  solution to editing and canceling recurring gifts. The only button present for iATS customers on the recurring gift record detail page is the “Edit” 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.