Payment Tab

Amount

Enter the total monetary value of the payment transaction.

Source code/ Appeal/Effort/Inbound Channel

In the Source code, Appeal, Effort, and Inbound Channel fields, enter information about the marketing effort used to solicit the payment. To search for a specific appeal or effort, select the magnifying glass in the field. When you enter a source code or finder number for the payment, the program may automatically enter the mailing information associated with the source code or finder number entered.

Designation

When you enter an appeal in the Appeal field, this field automatically displays information about the designation associated with the appeal. Enter the designation, such as a campaign and initiative, to which to apply the recurring gift as necessary. To search for the designation, select the magnifying glass and use the Designation Search screen.

Note: This field only displays on the Add or Edit recurring gift form; it does not display on the Add a sponsorship form.

Revenue function

Select the function you want to include on the record. For example, if the client is upgrading his sponsorship, select “Upgrade.” You define revenue functions in Code Tables in Administration.

Note: This field displays on only the Edit recurring gift form; it does not display on the Add recurring gift form or the Add a sponsorship form.

Reference

Enter any information your organization uses to track the payment.

Revenue category

Select the category for the payment amount entered, such as Corporate Giving. Your system administrator configures the selections available in this field.

Installment frequency

Select how often the constituent plans to pay for the sponsorship.

Installment schedule begins

Enter the date you expect the first payment to begin.

End date (optional)

Enter the due date of the final payment, if applicable.

Payment method

To set up a recurring gift with automatic payments, select a payment type of “Credit Card - pay installments automatically” or “Direct Debit - pay installments automatically.” If you select "Other," select the other method of payment. The other payments are configured by your system administrator. If you select "None," you signify that the payment method is unknown. 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 information about how to pay a recurring gift transaction later by another payment method such as cash or check, refer to the Revenue Guide.

In order to process direct debit payments in euros from a constituent with a bank account which uses the "Europe (SEPA)" banking system, the organization must have a signed SEPA mandate on file from the constituent which authorizes the organization to draw funds from the constituent's account. In the Mandate field, select an existing mandate or select Add to add a new one.

Card type

If you select “Credit Card - pay installments automatically” in the Payment method field, select the type of credit card used for the automatic payment, such as “American Express” or “MasterCard.”

Card number

If you select “Credit Card - pay installments automatically” in the Payment method field, enter the constituent’s credit card number exactly as it appears on the card.

Name on card

If you select “Credit Card pay installments automatically” in the Payment method field, enter the name of the cardholder exactly as it appears on the card.

Expires on

If you select “Credit Card - pay installments automatically” in the Payment method field, enter the date on which the credit card expires.

Send reminders

Select this checkbox if you want reminders mailed to the financial sponsor reminding them when a payment is due.