Processing recurring payments

Tokens

Recurring payments are processed via tokens that are stored on the donation gift.  You will need to set up a token when you require a recurring payment. 

To set up a token for a recurring credit card payment:

1. Open a recurring Donation Gift.
2. Click for more commands and choose Start Dialog.
3. Select the SRPG – Process Payment – Create Customer Token dialog and click Add.
   
4. The system will open a dialog allowing you to enter the payment information.
5. Enter the payment information and click Next.
   Note: The first name field will contain the full name of the donor. This is due to a limitation in the system that will be addressed in a future release.
   
6. Back on the Donation Gift record, refresh the page to see results.
   1. The Payment Gateway Information tab will now be populated, showing the results of the processing through the payment gateway.
   2. The Credit card information will be obfuscated and will not be stored in the database.
   3. The Payment Gateway Information section shows the customer token under the Payment Gateway Customer ID field.
      
      Note: If the recurring payment is rejected by the payment gateway then it needs to be corrected and re-tried manually.

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