Payment Information for a Recurring Gift

On a revenue record for a recurring gift, the Transaction summary section displays payment information for the recurring gift.

The payment information that displays depends on the payment method used.

• If the payment method is Cash, no additional fields display. By selecting this option, you can track the number of recurring gifts associated with a cash payment method in a given time period. This may be useful in reports or for general reference.

• If the payment method is Check, no additional fields display. By selecting this option, you can track the number of recurring gifts associated with a check payment method in a given time period. This may be useful in reports or for general reference.

• If the payment method is Credit card - pay installments automatically, payment information such as card type and expiration date displays.

• If the payment method is Credit card - store last 4 digits for reference, payment information such as card type an last 4 card digits displays. Use this payment method when it is necessary to track the recurring gift for reporting or reconciling needs.

• If the payment method is Direct debit - pay installments automatically, payment information such as reference date and account displays.

Depending on your security rights and system role, you can edit the payment information for the recurring gift.