Setting up a future recurring gift in BluePay and iMIS

On this page, you will learn how to set up a future recurring gift via BluePay, and record the recurring plan in iMIS and Donate Now - Premium.

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Warning

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 Donate Now - Premium, regardless of whether donor or staff is setting up the gift.

Do the following to set up a future recurring gift in BluePay and iMIS:

Step 1: Enter the BluePay transaction

Do the following to enter a BluePay transaction:

1. Go to the BluePay portal > Processing  > Virtual Terminal to enter a new transaction.

2. Select Live mode.

3. Select Transaction Type of AUTH.

4. Enter the Amount as $0.

5. Complete the donor billing contact and credit card information.

6. Expand the Recurring Billing section, and choose Yes.

7. Enter the start date for the future date you wish to start the rebilling plan.

8. Enter the frequency (1 YEAR, 1 MONTH, etc).

9. Enter the number of Billing cycles, or 0 for unlimited.

10. Enter the Rebill amount to charge each time.For example. starting on February 1, 2019 the donor will be charged $25 a month for 12 months.

11. Click Process when finished and ready to submit the transaction.

10. 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.

11. Click View Receipt.
12. On the Receipt screen, cick Return to Details. This will take you to the transaction details screen.

13. 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.

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Note

These fields for insertion into iMIS below.

Step 3: Determine the Donate Now - Premium financial account ID

A Donate Now - Premium Financial Account profile is where Donate Now - Premium stores its BluePay settings, as well as settings for batch and cash account settings.

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Warning

If you have multiple Financial Account profiles in Donate Now - Premium 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 Donate Now - Premium Financial Account profile's BluePay information.

Do the following to find out which Financial Account ID to use:

1. Sign in to the Donate Now - Premium Admin site.
2. Click Financial Accounts.
3. Click the Edit icon next to the one you would like to use.
4. Verify that the Account ID and User ID fields in Donate Now - Premium match the Account ID and User ID fields on the Transaction Details screen in BluePay (see screenshot above).
5. 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. Do the following to enter the plan into iMIS:

1. Login to iMIS Staff site.
2. Search for the donor profile in question.

3. To enter the plan info, locate the recurring donations panel and click the plus sign to add a new entry.
4. Enter the transaction details from BluePay as shown below.

5. Click OK
6. Click Save.