Payment Information

On a revenue record for a pledge, the Payment information frame appears on the Details tab and displays whether automatic payment is set up for the revenue.

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

• If the payment method is Credit card, payment information such as card type and expiration date display.

• If the payment method is Direct debit, payment information such as financial institution or account displays.

  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.

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

For information about how to edit this information, refer to Edit Payment Information.