Monthly Donation deduct from Checking Account

Vicky Nguyen 2

Hello


Can you please let me know how to set up monthly donation thru checking account?

We have some donors want to set up recurring gift thru their checking account instead of credit cards


Thank you

Vicky

JoAnn Strommen

What RE are you running? Are you hosted? I don't know if that makes a difference. We are not hosted and run 7.96.


There are things to be set up in configuration as well on on each pledge/recurring gift record.


There are a number of articles in the knowledge base like this one:  Just search for bank draft, EFT, etc.
https://kb.blackbaud.com/articles/Article/46319


I'd suggest reviewing the info in the EFT users guide to start with also. Then you may have some specific questions to post here. Here's link.
https://www.blackbaud.com/files/support/guides/re7/eft.pdf

Vicky Nguyen 2

We are not hosted and also run 7.96.


Thank you very much for the info :-)