Edit Payment Method Details Screen

To set up automatic payments for a recurring gift, select to pay installments automatically by Credit card or Direct debit. You can also select an "Other" payment method or select "None" to signify that the payment method is unknown. Select "Credit card - store last 4 digits for reference" when it is necessary to track this recurring gift for reporting or reconciling needs. You can also select "Cash" or "Check" to track the number of recurring gifts associated with either payment method. This may be useful in reports or for general reference.

For an automatic payment by Credit card, select the type of credit card used for the automatic payment, such as Visa or MasterCard.

For an automatic payment by Credit card, enter the constituent’s credit card number exactly as it appears on the card.

If you edit the card number and the constituent has other pledges or recurring gifts that use the original card number, you must select whether to update those commitments to use the new card number. If you select to update the commitments to use the new number, the program also updates any uncommitted batches that include the original credit card number.

When you save information, the program sends the credit card number to the Blackbaud Payment Service for secure storage. When you edit the transaction, only the last four digits of the number appear.

When you select "Credit card - store last 4 digits for reference" to track the recurring gift for reporting or reconciling needs, enter the last 4 digits of the credit card number exactly as it appears on the card.

For an automatic payment by Credit card, enter the name of the cardholder exactly as it appears on the card.

For an automatic payment by Credit card, enter the expiration date of the credit card.

For an automatic payment by Direct debit, enter any dates your organization uses to track direct debits.

For an automatic payment by Direct debit, enter any special code your organization uses to track direct debits.