Edit Payment Method Details Screen

Payment method

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.

Card type

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

Card number

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.

Last 4 card digits

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.

Name on card

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

Expires on

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

Reference date

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

Reference number

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

Account

For an automatic payment by Direct debit, select the financial account from which to deduct the automatic payment.

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, which appears when you add any type of revenue or a pledge for a constituent with a payment method of direct debit, select an existing mandate for the constituent or select Add to add a new one. For more information, refer to Add a SEPA Mandate.

If you edit the payment information, you can also edit the SEPA mandate information, if needed, such as to update the signature date or manually update the mandate status.