Giving and Recurring Gifts
How-to guides and troubleshooting for Giving and Recurring Gifts.
- When a bank-payment acknowledgement is generated
- Wallet billing information does not replace donor questions
- Waiting for a replacement card and failure reminders
- View the sent gift receipt
- Use payment methods and verify a bank account
- Understand the maximum gift amount on a standard USD form
- Understand pledge commitments and installment payments
- Understand Pending Authorization on an instant bank gift
- Understand recurring schedules, paid installments and donor receipt controls
- Understand monthly, annual, and historical quarterly recurring schedules
- Understand No Payment and N A on a pledge commitment
- Understand how recurring gifts count toward campaign totals
- Understand incentive eligibility for indefinite recurring gifts
- Understand bank-account verification methods
- Understand annual installment counts and future initial payment dates
- Suppress monthly donor receipts without canceling billing
- Subscription designation choices
- Tracking DAFpay gifts and actual grant receipt
- Staff permissions to change recurring gifts
- Stripe Link prompts and verification messages
- Stripe ACH Company IDs for refund debit authorization
- Semiannual pledge payments
- Send an existing receipt to an administrator's email
- Send a payment-update link before a gift fails
- Setup confirmation and the subsequent summary
- Resolve a recurring bank gift with no current ACH authorization
- Required dates, delayed payment, and payroll deduction
- Request cancellation of an unverified bank gift
- Replace an old sender name
- Refunded gifts and campaign totals