Setting Up a Future Recurring Gift in BluePay and iMIS
Overview
On this page, you will learn how to set up a future recurring gift via BluePay, and record the recurring plan in iMIS and CSiDonate.
Applies To
The instructions below should ONLY be used in the instance where is it necessary to set up a future recurring gift to start charging a donor at later date. All other recurring gifts should be set up using CSiDonate, regardless of whether donor or staff is setting up the gift.
Steps
Step 1: Enter the BluePay Transaction
Start by logging into the BluePay portal. Then go to Processing > Virtual Terminal to enter a new transaction.
Select Live mode
Select Transaction Type of AUTH.
Enter the Amount as $0
Complete the donor billing contact and credit card information.
Expand the Recurring Billing section, and choose Yes.
Enter the start date for the future date you wish to start the rebilling plan.
Enter the frequency (1 YEAR, 1 MONTH, etc)
Enter the number of billing cycles, or 0 for unlimited
Enter the rebill amount to charge each time
In the example below starting on February 1, 2019 the donor will be charged $25 a month for 12 months.
Click Process when finished and ready to submit the transaction.
If successful, BluePay will respond with APPROVED: INFORMATION STORED. This is a successful message which tells you the credit card information was stored for later processing (the Start Date above), but was not charged today.
On this screen, press the View Receipt button, and then on the Receipt screen, press the Return to Details button. This will take you to the transaction details screen.
Click the Rebilling ID field to go to the Rebill Admin screen.
Step 2: Gather BluePay Information
The Rebill tab will show additional details below regarding the rebill plan.
Note these fields for insertion into iMIS below.
Step 3: Determine the CSiDonate Financial Account ID
A CSiDonate Financial Account profile is where CSiDonate stores its BluePay settings, as well as settings for batch and cash account settings.
Important!
If you have multiple Financial Account profiles in CSiDonate and/or multiple BluePay accounts (e.g. for Foundation vs Housing), then the BluePay account you use to set up the rebilling plan above in Step 3 must match the CSiDonate Financial Account profile's BluePay information.
To find out which Financial Account ID to use, sign in to the CSiDonate Admin site, and click Financial Accounts. Click the Edit icon next to the one you would like to use.
Verify that the Account ID and User ID fields in CSiDonate match the Account ID and User ID fields on the Transaction Details screen in BluePay (see screenshot above).
On the Edit screen, in the upper-right corner, take note of the Financial Account ID as we will use it in the next step.
Step 4: Enter Recurring Plan Information into iMIS
After setting up the transaction in BluePay, you must also enter the plan into iMIS.
Login to iMIS Staff site
Search for the donor profile in question. To enter the plan info, locate the recurring donations panel and click the plus sign to add a new entry.
Enter the transaction details from BluePay as shown below.
Field Name | Get From | Value to Enter |
|---|---|---|
Unique ID | BluePay | 12-digit Rebill ID |
Initial Gift Date | N/A | Date of First Billing |
Frequency | BluePay | Rebilling Period |
Occurrences | BluePay | Cycles Remaining |
Recurring Amount | BluePay | Rebilling Amount |
Total Amount Expected | BluePay | Should match the total recurring amount sum, or 0 if the recurring plan is "unlimited" (no # Of Cycles) |
Number of Gifts Given | N/A | Enter 0. This is a future scheduling with no installments paid yet. |
Total Amount Given | N/A | Enter 0. |
Distribution | iMIS | Enter a distribution code value that exists in the CSiDonate gen table IDONATE_DISTRIBUTIONS, such as "GEN" or "AF". |
Fund | iMIS | Enter the fund code that the distribution is configured to use in iMIS. |
Campaign Code | iMIS | Optional. This value is an override only. Enter a valid iMIS campaign code that should be applied to gifts that are written using this recurring plan. If not set, will use the distribution's default code. |
Appeal Code | iMIS | Optional. This value is an override only. Enter a valid iMIS appeal code that should be applied to gifts that are written using this recurring plan. If not set, will use the distribution's default code. |
CC Expiration (Month) | BluePay | Enter the card expiration month (1 or 2 digits). Set to "0" for ACH transactions. |
CC Expiration (Year) | BluePay | Enter the card expiration year (2 digits, e.g. "19" or "23"). Set to "0" for ACH transactions. |
Last Response Received | N/A | Leave blank. This value is auto-filled when an automatic recurring payment notification is received from BluePay. |
Third-party Confirmation Num | BluePay | 12-digit Rebill ID (Same as "Unique ID") |
CSiDonate Financial Account ID | CSiDonate | Numeric Financial Account ID obtained from above. MUST NOT BE "0". |
Last Recurring Status | N/A | Leave blank. This value is auto-filled when an automatic recurring payment notification is received from BluePay. |
Pledge Trans Number | N/A | Leave blank. This value is only for use with recurring pledges, not standard recurring gifts. To enter a recurring pledge, please see Applying a BluePay Recurring Plan to an Existing iMIS Pledge. |
Pledge Last Status | N/A | Leave blank. This value is only for use with recurring pledges. |
Is Active | N/A | Must be checked. (If not checked, automatic recurring gifts from BluePay will not be entered into iMIS.) |
Warning Flag | N/A | Leave unchecked. This value is auto-filled when an automatic recurring payment notification encounters an error. |
Finally, press OK, and then Save the contact record.