Pledges: Working With Auto-Renewing Pledges FAQ

Pledges: Working With Auto-Renewing Pledges FAQ

1. Auto-renewing pledges are pledges that are set to auto charge a credit card on file automatically (see Step #23 of our Add Pledge tutorial).
2. If you have set up an auto renewing pledge, it's imperative that you also turn on the Pledge Payment Failure notification. Be sure to put the email of one or more staff members in the Internal Notification Email field so that they receive a copy of this notification that goes out to the donor. This is the only way you will be notified that a pledge payment has failed/that the system was not able to charge the card on file. There is no place in the system that this information shows (unlike recurring donations).

   

   

   

3. If you want to stop an auto charge pledge because the donor wants you to stop charging their credit card and/or wants to switch to an alternate method of payment, edit the pledge and uncheck the Process Payment Automatically check box (located below the payment schedule area). Click Save to save your changes.

   

4. If you accidentally remove the default credit card on file for the contact without first unchecking the Process Pledge Payment automatically checkbox, the system will keep trying to charge the credit card and you (and the donor) will continue to receive pledge payment failure notices. In this situation, because you removed the default card on file, the Process Payment Automatically checkbox will no longer appear on the screen (but is still checked) and you won't be able to uncheck it. You will need to contact Fundly CRM support so that we can have our technical team stop the auto charge on the back end.