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Comment: PDS-7287


titleTo set up eGiving
  1. Contact a clearing house company to obtain a company ID and password.
  2. On the File menu, click Setup > eGiving Setup.
  3. To stop a family's scheduled deductions if their PDS account balance is zero or they overpaid on a fund, select Check for balance due when assigning charges.

    titleUseful Information

    If you don't select this option, the scheduled deduction occurs regardless.

  4. Select what you use for transactions, and enter your information.

  5. If you

    selected an ACH option and you use a Canadian bank, select Canadian.
Restrict Content
titleCompany-View Only

Step 5 will be removed after PDS-7287 is released.

If you process Vanco online payments and want to see if donors have recurring payments, select Import Recurring Payments as PDS Terms and Rates. Optionally, you can ignore any recurring payments before a certain date. If you don't track pledge information in PDS or if you don't send statements of pledging, clear this option.

titleUseful Information

If selected, when processing your online payments, you can view the recurring payment information. Then, the new terms and rates are created for those. It won't duplicate existing rates.

  • If you import Vanco recurring payments as terms and rates, you can select to treat one-time Vanco payments as pledges.
  • When you're finished, click Save/OK > Close.
  • ...