Donations may be entered by the donor through the CMS Website or may be entered by Development when Recording Donations One-at-a-time.  To configure a Pledge or Recurring Pledge to be automatically collected by PCR Educator and recorded in the system, specify a payment method using the desired Stored Payment Type and Payment Processor.  If payment information was provided by the donor, put in the new/updated payment information for the Stored Payment Type and Payment Processor.

If there is no suitable Stored Payment Type available, begin by Configuring Stored Payment Types.

Note: Automatic payments are processed overnight.

Note: If an automatic payment fails, then the error is recorded with the payment.  All payments can be reviewed by navigating to Development > Payments.  You need Development Read or Development Full roles to access this page.  

Note: Automatic payments may fail for many reasons, some of the most common include a Credit Card expiration.  The error column has a checkbox if an error occurred, and hovering the mouse pointer over the checkbox shows the error in a tooltip.  Note: Find the error in the DAT by building a query with Development > Scheduled Payments and include the “error” field.
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.