Process Direct Debit transactions from Online Giving pages

Note: This functionality is only available for users in the United Kingdom.

Direct Debit allows you to collect payments from a constituent's account when they commit to giving regularly to your organization. eTapestry uses the GoCardless payment processor to process Direct Debit payments, and your access to certain features depends on what GoCardless plan your organization subscribes to.

  1. From Management, select DIY Forms under Online Presence. The My Online Forms page appears.

  2. From the My Online Forms page, you can create a new DIY form or edit your existing forms.

    To create a new online giving page, select Create a New Page on the My Online Forms page. Once you have selected the Online Giving page and the style you wish to apply, select Next on the What do you want your page to look like screen. The Choose Your Settings screen appears.

    To access this screen for existing DIY forms, select Edit next to the Online Giving page you wish to edit. The Online Forms Editor page appears. Select Settings to access the Choose Your Settings screen.

  3. From the Choose Your Settings screen, under Online Giving Settings, select GoCardless in the Transaction Processor drop down menu.

    Note: Once you select GoCardless as your transaction processor, you will not be allowed to process one time gifts through your form.

  4. Once you are finished editing your DIY form settings, select Update.

  5. When you select to edit the Gift Information section of your form, Allow Recurring Gifts will remain selected on the Edit Gift Information screen, and the One Time value will not be available for you to select.

  6. After you publish your Online Giving form, donors will be able to make Direct Debit recurring gifts to your organization. Once their donation has successfully been submitted, the donor will be redirected to a confirmation page with the following information:

    • Confirmation of a successful Direct Debit transaction
    • Name of the organization that appears on the bank statement
    • Notification that the donor will receive a confirmation email within 3 business days
    • Link to a PDF of the Direct Debit transaction