OLX recurring gift processing will be the end of me...

Andrea Nargan:

The 1st and 15th of each month literally give me ANXIETY - anyone else?  Is there a plan for these recurring gifts to be automated?  Running these gifts manually, and dealing with exceptions feels like our Org just took a giant step backwards, seems very antiquated.  Can anyone share tips they have in dealing with credit cards that expire mid-way through the pledge commitment? and other recurring gift suggestions...


Thanks

Andrea

Hi Andrea- Were you using an automated system beforehand? Here's how I've worked it out for us, but just so you know, the person before me went about this in a different way that I can't understand. If your recurring gifts are setup correctly, you should be able to open a batch everyday (or whichever days you pull the recurring gifts) and run the "Automatically Generate Transactions/Payments" process to populate the batch. Then you Create EFT Transmission Files. Feel free to send me an e-mail if you're curious about further details. ashe@nayapdx.org


The credit card expiration dates are always a thorn to deal with. I don't have any great suggestions, but I do know that there are products that can help you out with this. \

Hi Andrea,


Sometimes the donor changes cards and forgets to tell us. I just had that happen. I send a courtesy letter to the donor asking for an updated credit card. I include a portion of the rejection code “Please call the number on the back of your card. Your bank."  Funny when I copied over the code, I did not know there was more text. But it still softens the message. Once I have the new card #, I process it for the date it was to processed - this allows for the recurring payment date to stay in the proper sequence.  

My apologies, if this posts twice. I answered from my phone and received an error message. But last time I received the error message, my response show up in the thread.

 

Thanks for your help with OLX recurring gifts…can you explain this portion a little more please?  I do have a situation where the rejection code said: “Please call the number on the back of your card. Your bank requested that we do not honor this card” – however the issue was an expired card….?

 

I remove the rejected card/gift from the batch and continue processing the batch and I remove the declined info from the credit card merchant log. When I receive the updated card, I process it using the original date it was to be processed.

 

Thanks

 

Andrea J

 

 

Andrea Nargan

Donor Relations Coordinator, RE bCRE

612-343-4743 | northcentral.edu

910 Elliot Avenue, Minneapolis, MN 55404

 

 

                

 

 

Andrea Nargan:

The 1st and 15th of each month literally give me ANXIETY - anyone else?  Is there a plan for these recurring gifts to be automated?  Running these gifts manually, and dealing with exceptions feels like our Org just took a giant step backwards, seems very antiquated.  Can anyone share tips they have in dealing with credit cards that expire mid-way through the pledge commitment? and other recurring gift suggestions...


Thanks

Andrea

1. Why is this still happening, post patch 11, and when will it be fixed? 
2. The suggested work-around is: When we get a new recurring gift via NetCommunity and the CC # goes missing, we try to reach the donor by phone to ask for the "lost" CC number so we can actually process the recurring gift. If we are given the credit card number, we put it into the field on the constituent's Bio 2 tab. Once there, we open the recurring gift batch and are able to re-populate the CC # field. Is that accurate?

 

Andrea Nargan:

The 1st and 15th of each month literally give me ANXIETY - anyone else?  Is there a plan for these recurring gifts to be automated?  Running these gifts manually, and dealing with exceptions feels like our Org just took a giant step backwards, seems very antiquated.  Can anyone share tips they have in dealing with credit cards that expire mid-way through the pledge commitment? and other recurring gift suggestions...


Thanks

Andrea

I'm still waiting for the Recurring Batch disappearing credit card number glitch to be resolved.  That's when the stored credit card number disappears randomly and there is no way to retrieve it.  Started about 6 weeks ago, and still a problem a few days ago.  Someone from Blackbaud said it was fixed in patch 11, but it was not.  So awkward trying to call donors and telling them our system lost their number.  Some think I'm a con artist.  

 

Hi Andrea, Have you resolve this yet? Here is what I do. I have a query set up on my dashboard that shows me a list of expired CCs from the current monthand next 2 months out. It is set up so I can see their name, amount, designation, card type, last 4 digits, and exp date. I then call my constituent and get it updated. If I don't get and answer on their  phone, I then email them to have them call me. this has worked for me really well.