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 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.

  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 recurring gift.