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Support Home FAQ Recurring Payments How do I manually set up a Recurring Payment/Donation using for a credit card?

How do I manually set up a Recurring Payment/Donation using for a credit card?

Against the contact record, related list “Recurring Payment”. Go new, Select record type “Credit Card” – Press “Next” and enter.

Add the following information

Recurring Payment Name (Perhaps Persons Name + start date)
Merchant Facility
Payment Form
Contact (should be populated)
Account (household account for contact)
Recurring Payment Status (“Active”)
Enter a value for Payment Amount or Donation Amount.
Last Processed Date – set to today
Next Payment Date – date of next charge
Frequency (e.g. Monthly)

DO NOT ENTER credit card number, exp date - this will not successfully charge the cards

Press “SAVE” button

Press the “Update Card Details” button. Enter details. This process will also Tokenise the credit card (This step is required, otherwise the card cannot be charged)

How are the following fields used: Last Processed Date, Next Payment Date, Payment After Next Payment Date and End date? How is the Payment Day used? What is required to make a Recurring Payment available to be charged How do I do setup catch up payment dates from Last Processed Date What is the difference between the status of Expired, Inactive and Suspended - Max retries exceeded? Can a Recurring Payment record have the payment method changed? In the Recurring Payment Record, does the total number of payments include all txns including unsuccessful ones? How do I manually set up a Recurring Payment/Donation using for a credit card? How do I manually set up a Recurring Donation using for a credit card, but not to charge until a future date? Why does the Recurring Payment get charged every day? (Double Charged) How come the Payment Txns created by a Recurring Payment record are set to "One-Off", not "Monthly/Weekly/Etc)? A Payment Txn was created, but the Recurring Payment record was not. The frequency is not one-off and the credit card/billingID information is all correct. Why did it not make the Recurring Payment record? A Paypal Recurring Payment was created, but the first transaction did not make a charge and no further Payment Txns have been created. Why is it doing that? How can I make another frequency rather than one-off highlighted on the Payment Form? If details are changed on the Recurring Payment eg: Contact, Payment Form, Merchant Facility etc, does the linked URL token automatically update? When donor updates card details via a email link or when we update it in SF using Update Card Details button does the Recurring Payment Status has to be active? How to setup a Recurring Payment records WITH OUT CCV that is from Credit Card number and Expiry Date? Why the field "Regular Payment Day" is shown with a day, when its set to a frequency One-Off? How can I change the Name of the Recurring Payment record? The payment txns created are getting stuck on status "Payment Complete" and not moving forward. I tried restarting the payment batch processor on the merchant facility but still the status is not getting updated to Matching Complete. We were having an issue with records being locked when the Recurring Payments Processor was run. We have seen that the bank deposit date is set on some payment transactions as the 1st Jan, 1980. Can you explain why this occurs? We noticed a donor who had gone into suspended also had her donation amount removed. Is there a workflow responsible? Why we having an issue in reducing a standard donation amount ? (for example: from $100 to $70) Why do new Direct Debit Sign up's not create an Active Recurring Payment? Why is a user unable to use the update card details button on Recurring Payment? How do I disable Payment Schedules from Sending an Invoice? Why do contacts receive email with "Recurring Payment Failure"? What is the difference between "Payment Amount" and "Donation Amount"?

Updated at July 27th, 2024