Add a recurring gift schedule using Direct Debit

Note: This feature is only available for eTapestry users in the UK who subscribe to the GoCardless Pro plan.

  1. From the Journal, click Add. The Add Journal Entry screen appears.

  2. Select Recurring Gift Schedule. The New Recurring Gift Schedule screen appears.

  3. Complete the recurring gift schedule details. For more information about the items on this screen, refer to Add a Recurring Gift Schedule Screen.

  4. In the Schedule Information section, select Auto. Direct Debit is not available for manually recurring gift schedules.

    Note: Automatic processing for Direct Debit requires that you have the GoCardless payment processor set up for your database. If your organization has upgraded to the GoCardless Pro plan after the processor has already been added to eTapestry, you will need to manually check the GoCardless Pro Status box on the processor and then log out and back in to the system for this feature to become available.

  5. In the First Installment Date field, enter the date when you want to process the first payment. The first installment date must be later than one week from the current date to allow for processing but no later than one year in the future.

  6. In the Frequency field, enter the frequency of the recurring payments. The number in parenthesis indicates the number of installments per year, not the total number of installments.

  7. In the Gift Types section, select Direct Debit in the drop down menu.

  8. In the Account Holder Name field, enter the donor's name.

  9. In the Account Number field, enter the donor's GoCardless bank account ID number.

  10. In the Sort Code field, enter the identifier for the donor's bank.

  11. You can select Enter IBAN instead if you want to enter only the donor's International Bank Account Number (IBAN).

  12. In the Notification Email field, enter the email address of the person you want to notify.

  13. In the Note field enter any notes for the schedule.

  14. Click Save And to save the recurring gift schedule to the constituent's account.

  15. You can return to the recurring gift schedule and edit any fields in the In Mem, Soft Credit, Matching Gift Relationships section, the User Definied Fields section, or the Recognition Information section.

  16. To make any other changes to the recurring gift schedule, you will need to stop the schedule and create a new one. To stop the recurring gift schedule, select the Stop Direct Debit checkbox in the Schedule Information section.

    Note: This will not cancel any payments that have already been created from this subscription. These paymets will still be collected unless you also log into your Direct Debit processor and manually cancel them.

  17. You can delete the recurring gift schedule if there are no payments associated with it and if there is a stop date on the recurring gift schedule.