Answer

After the initial import of Donate Now transactions via the Donate Now piano key in the Navigator, any Pledge and Recurring Gift Plans established via Donate Now will require that the subsequent Pledge Payments and Recurring Gifts be generated outside of the Donate Now process.

This is achieved via the use of the Bank\Credit Processing feature in FR50.

When the Pledge or Recurring Gift Plan was created via Donate Now the initial Pledge Payment or Recurring Gift transaction was processed via the Virtual Terminal and that initial monetary transaction was recorded in FR50 at the same time. 

Going forward, you will need to periodically run the Bank\Credit Processing procedure to generate the subsequent Pledge Payments and/or Recurring Gift transactions.  The initial transactions were generated via Donate Now but the remaining transactions must be generated from within FR50. 

Use of the Bank\Credit Processing procedure will not only create these transactions in FR50, but more importantly are required to generate the corresponding 'charge' information and send it to the Virtual Terminal for processing.  

If the Bank\Credit Processing procedure is not run, the subsequent transactions are never created nor collected from the donor(s).

Additional Information

A simple flow chart has been created to illustrate the proper procedure:



The above chart is a general overview of the proper procedures to follow in order to fully utilize the Donate Now capabilities and ensure your organization is performing the proper follow-up to ensure all subsequent Donor funds are properly and timely collected.
 


 
Article Type
Product Info
Product Line
Fundraising 50
Product Module/Feature
Data Import
Ranking
No votes yet