Selecting a future processing day (for monthly donations)

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F Omer
F Omer ✭
Third Anniversary Name Dropper First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

Hello,

Is there a way to ask Online Express to start later than what is automatically suggested for the first date? For example if the donor wants the first donation to be taken on 4/15, can we set that up in the back-end?

Thanks in advance!

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  • Karen Diener 2
    Karen Diener 2 ✭✭✭✭✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic

    @F Omer unfortunately there is not. It is probably worth investigating webview donation forms instead of using Online Express. Credit cards will be charged automatically, and you can configure the form to allow the donor to select the start date.

    Moreover, even though the sunset of Online Express has not been announced, I would expect that to happen in the next year or so.

  • F Omer
    F Omer ✭
    Third Anniversary Name Dropper First Reply

    @Karen Diener
    Thanks for confirming! We would love to use the web view forms already, but since we have a large monthly donor pool, the automated recurring gifts don't seem ready for us to use with our existing business rules.

    Not sure if it has changed, but the last time we tested importing amendments to automated RGs for upgrade campaigns, it wouldn't update the RG amount. Doing this manually would not be a viable option.

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