Payment Reminders

With payment reminders, you can set automated emails to remind donors of upcoming direct debit or credit card charges on recurring gifts or pledges.

Note: Unlike a Thank You email, which the donor receives after the payment is processed, a payment reminder doesn't include specific gift details like the fund and balance. It's just a reminder of the amount that will be charged.

1. From Gifts, Overview, under Related Links, select Payment reminders.

2. On Payment reminders, select Edit.

3. Set the payment reminders be Active or Inactive. The activation or inactivation takes affect as soon as you select Save.

4. Select Open email designer to design the email's content. For more information, see Email Builder.

   Tip: Be sure to leave the Transaction Details merge field in the email message body to display upcoming payment details. For direct debit payments, Transaction Details also includes a link to the latest mandate (or PAD agreement). For more information, see Direct Debit Mandates.

5. Enter how many days before the payment processes that the reminder will be sent. The default is 3, but you can select up to 5 days ahead of the payment.

6. Select which payment methods you want to send reminders for, direct debit or credit card.

7. Select which gift types payment reminders will be sent for, recurring gifts or pledges.

   Note: Payment reminders will only be sent for recurring gifts and pledges that have automated payments and are processed through Blackbaud Merchant Services.

8. Select Save.