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How do I process an extra payment in a calendar month for a recurring donor?

If a recurring payment has already been processed automatically in the current calendar month, you can process a second payment as follows:

  1. Click Donations to view the Main Menu of this service
  2. From the Administration section, click Recurring Payments
  3. To narrow your search, use one or more of the following options:
    • Select the status type (All, Last Attempt Declined, Expired Card, Before Start Date, After End Date, or Archived)
    • Enter the full or partial name of the card holder used for the recurring donation.
    • Enter a full or partial donor ID number.
    • Limit the number of donors viewed per page,and click the arrow keys to move from page to page.
  4. Click Change or the recurring payment ID to view the recurring payment profile.
    • At the bottom of the profile, you will see a list of all transactions attempts. A Paid status indicates that the transaction was successful. An Error status indicates that the transaction was not sucessful. Your GiftTool account will try to process the scheduled donation 4 times before giving up and sending you the error notification
  5. To process a payment immediately, click Save & Process Payment Now.

If a recurring payment has NOT already been processed in the current calendar month, you will need to process a second payment manually by following the instructions above. Otherwise, the system will skip the automatic payment, as a successful transaction has already taken place in the calendar month.




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