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Automated Payment Processing (Development)
Automated Payment Processing (Development)
Donation
s may be entered by the contact through the CMS Website using Online Giving features or may be entered by development staff 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 contact, 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 Type
s.
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.
See also
Recording Donations One-at-a-time
Configuring Stored Payment Type
Stored Payment Type
Donation
Contact
Staff
DAT
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.
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