I'm looking for a way to manually charge a recurring donation transaction when a donor calls in to update their recurring gift information. If their credit card declines and they call me to update their information (obviously after their scheduled gift date), the new card will not be charged until the next month. So far, the only way I can figure out how to charge the donor's gift in the current month is to change the next payment date in IATs. Is there a better way to ensure the gift is charged?
Hi Ellen, thank you for your inquiry.
Currently, we do not have a reprocess feature for our recurring gifts. We can submit this as a feature request.
What our team suggests is to use the "Update Payment Information" button on the recurring gift's record detail page.
For the gift that you missed due to the delay in credit card information, we suggest you inform the donor that for this month you will submit their gift as a one time payment and they will received a single receipt that will not be included in their consolidated receipt.
I hope this helped you with you issue.
My apologies, here is a better view of that image.
Thanks. How would I submit the gift as a one time gift? Would I have to record the card information on paper or something and simply put it through the new gift interface?
Hi Ellen, you would simply process that specific payment through the new gift interface. You would set the Gift Type to One Time Gift, select single receipt, and check the email receipt button to ensure that donor gets that one time gift receipt.