In addition to updating the payment source associated with the regular gift record, it is also possible to update the payment source of any individual gift opportunity.
Let’s say for example that a supporter’s opportunity has been declined during credit clearance. We’ve contacted the supporter and they’ve asked us to process this month’s regular gift to a different credit card, but they don’t want to replace the main regular gifts payment source, just this month’s donation.
Note: You can only update the Payment Sources for the opportunities that are still open.
The first step is to create a new payment source against the contact record. This is the same process that was described in the previous section, Updating Master Payment Details.
Next, locate and open the specific opportunity you wish to update.
Insert details in the same to what was done in the Updating Master Payment Details process, locating the payment source section and then editing the payment source and inserting the new one.
If you have the supporter with you or on the phone and you wish to verify that the details they have provided you are correct by processing the payment immediately, you can do so immediately.
From the Opportunity record, click the Verify & Process Payment button.
This will open an Opportunity Details pop up window. Once you verify that all the details are correct, click on the Process Payment button.
If there are any problems with the payment, you will receive an error message like this.
Otherwise, if the payment is successful, you will receive a message like this.