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Scheduling a recurring donation to begin in the future

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  • Scheduling a recurring donation to begin in the future

    We receive pledge forms from partners that want to give recurring gifts to us. Sometimes, like now, we get a form but they do not want their giving to start until next month on the 15th, and for the gift to reoccur each month on the 15th. Is there a way to set that up and schedule it today using Virtual Terminal, or do I have to hold the form, with their CC number printed on it (not good) until the 15th of next month to set it up in C&P?

  • #2
    Good day @Be in Health

    Yes, you may set up the recurring Today using the Virtual Terminal with Future date recurring transaction. In this case the card will be pre-authorized now with $0 amount and the actual transaction will be processed on the specific given date and for every month for that specific date.

    Let us know if we can be of any further assistance.
    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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    • #3
      Great! Is there a webinar or instructions on how to do that? As I look at the VT I do not see anyplace where I can set a "Future date recurring transaction". The only date option that I see on the VT is End Date.

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      • #4
        Good day @Be in Health

        Please refer to the Step 13 in the following link: http://help.clickandpledge.com/custo...ticles/2443284

        You may chose the charge date in the Payment Method section to charge the card in future date.

        Hope that helps. Let us know if we can be of any further assistance.

        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

        Comment


        • #5
          Thanks for your help! I will have to get with my IT person because the charge date is not visible on my VT in SalesForce. But it is visible on Connect, so I was able to schedule the recurring donation through Connect.

          Comment


          • #6
            Good day @Be in Health

            You may also do that within the SF VT. That section might be hidden in C&P Settings > Virtual Terminal which is the reason you don't see it. Please refer to the Step 25 in the following article: http://help.clickandpledge.com/custo...ticles/1164715

            Hope that helps. Let us know if we can be of any further assistance.
            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

            Comment

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