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Select specific Date of Recurring Donation

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  • Select specific Date of Recurring Donation

    Is there a way in the payment setting to allow a donor to select the date a recurring donation happens? Right now, it is based on the date they set it up, but it would be great if they could set it up on the 1st of the month, or the 15th of the month, etc.

  • #2
    Good day @jasonleming

    The option you are referring to is future date transaction and it exists in Virtual Terminal. Through Virtual Terminal, you can select the date of the transaction to be processed. However, as of now, there is no way to offer that option to the patron. If the donor wants to start the recurring in the future date then they need to contact the organization to set up their recurring.
    Regards,
    Click & Pledge Support Department

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    • #3
      PS: for the existing recurring, we do have an option to change the next installment date, so moving forward the card will be charged on the new date.

      Please review this KB article: https://support.clickandpledge.com/s...ng_transaction

      Hope that helps.
      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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