Automated Payment Processing (Development)
Posted May 21, 2019
Donations 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 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 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.
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