In the meantime we suggest that you may wish to consider amending the wording on the Online Express form to ensure donors are aware that there may be a change to the first collection date.
To do that you would -
- Edit the form in Online Express
- Go to the Fine Tuning tab and click on the heading ‘ Recurring Gift’ and in the pop up box you can enter the text you wish to show.
- See this video for the steps
- When complete save the form.
An example of the text you may wish to use –
When donors access the page on your web site they will see the text you have entered–
When the donation is downloaded, the Recurring Gift and bank information shows –
Then the transaction is processed and a batch created, where you can then -
- Open the batch
- Click on Gift > Instalment Schedule and the Starting On date can be changed as required
- Click Preview on the schedule screen to ensure the 1st collection date is now as you would expect.
- See this video that shows these steps in the batch created by Online Express.