Allow new credit card information for recurring gifts

Allow new credit card information for recurring gifts- It seems the only way to update a failed/rejected credit card is to create a new recurring gift. For reporting purposes and a clean giving record, we need to be able to make changes to recurring gifts, the card numbers, the amounts, etc. without creating a new gift.

  • Sunshine Reinken Watson
  • Jan 16 2020
  • Shipped
Gifts
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  • Sunshine Reinken Watson commented
    September 24, 2020 16:32

    Yes, I have been able to update credit card numbers for several gifts. Thanks, Jarod!

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  • Mary Jo O'Brien commented
    September 24, 2020 16:29

    Great, we can’t wait to try it! Thank you.

    Mary Jo O'Brien|Systems Analyst, Information Technology|Misericordia Home|6300 N. Ridge Avenue|Chicago, IL 60660|773-273-3548|Email:maryjoo@misericordia.com

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  • Jarod Bonino commented
    September 24, 2020 16:25

    It does. If you look at the Payment information tile on an Automated recurring gift, you should see an "Amend" button that allows you to make this change:

    Here is a link to the product documentation that discussing the Recurring Gift Amendments in web view:

    https://webfiles.blackbaud.com/files/support/helpfiles/rex/content/bb-recurring-gift-amendments.html

    And here is a link to the Blog post where we announced the release of this capability:

    https://community.blackbaud.com/blogs/13/6974

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  • Mary Jo O'Brien commented
    September 24, 2020 15:22

    Jarod,

    What does “shipped” mean? Is this feature now available?

    MJ

    Mary Jo O'Brien|Systems Analyst, Information Technology|Misericordia Home|6300 N. Ridge Avenue|Chicago, IL 60660|773-273-3548|Email:maryjoo@misericordia.com

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  • Mary Jo O'Brien commented
    August 19, 2020 16:48

    I just chatted with someone and it is not possible yet. Is there an ETA for this?

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  • Paul Sinclair commented
    August 07, 2020 00:55

    I think that this is already available now. I am sure that I have updated a credit card in an automated recurring gift.

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  • Paul Sinclair commented
    June 19, 2020 06:11

    Is there an ETA for this feature?

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  • Patti Zaubi commented
    March 04, 2020 17:25

    Wonderful - the sooner this can come out the better. I've struggled with having to re-enter new info in the past also.

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  • Sunshine Reinken Watson commented
    March 04, 2020 16:56

    Thank you, Jarod!

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  • Jarod Bonino commented
    March 04, 2020 16:53

    Thanks for the idea! We are planning to release the ability to Amend the amount (upgrade/downgrade) and the payment information (update card details) in the near future!

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