Contents
- Index
Pre-authorized Deposits (P.A.D. or A.C.H.)
(Requires the purchase of the Pre-authorized Deposits/Online Donations module)
Pre-authorized deposits (P.A.D. or A.C.H.) are amounts that are withdrawn from a donor's bank account and deposited directly into your organization's bank account. The amount is the same each time and is done at various frequencies depending on what the donor wants. It could be once a month, twice a month, every two weeks (bi-weekly) or once a week. You set up the the P.A.D. for the donors that wish to use it and Donarius® will automatically enter their donations on the correct date. These are also called recurring transactions.
Some banks will authorize the transactions for you and some want you to upload a file with the details about each transaction.
To set up recurring or pre-authorized deposits (i.e. the amouts are the same each month, week, etc), do this:
1. Click the Donors icon and choose Add/Edit Donors....
2. Click on the More Info ==> button.
3. If you call your deposits a different name from what is shown, type it in the heading at the bottom right. For example, you may call it Electronic Funds Transfer (E.F.T.) or Pre-authorized Giving (P.A.G.).
4. Find a person that is using pre-authorized deposits.
5. Choose how often the donor wants funds withdrawn from their bank account (i.e. the frequency). The withdrawal will happen on the same day each month (monthly) or the same day of the week (weekly or bi-weekly). For bi-monthly (twice a month) you have three choices:
a) the 1st and 15th of each month
b) the 10th and 25th of each month
c) the 15th and last day of the month.
6. Do steps 4-5 for anyone else that is using pre-authorized deposits.
7. Click Save and you will get a message telling you to enter the first P.A.D.
8. Donarius® will decide the amounts and categories for each P.A.D. by looking at the last P.A.D. for each donor. So you must start it off by entering the first P.A.D. First click the Donations icon. Then type the date of the first P.A.D. and enter the amounts for each person that started P.A.D. on that date. Click on the P.A.D. payment method for each person. Click on [Done] in the menu bar when you have entered them all.
You can also add new payment methods that are pre-authorized such as for credit cards. (at the bottom left of the Setup|Preferences window) Just include the words Pre-auth, Auto or the P.A.D. abbrevation as part of the payment method's name. (Note: the PAD abbrevation must match what you entered in step #3)
Every time that you start Donarius® it will check if any new P.A.D.s need to be entered. It will show them to you and ask you to add them or skip them. If you forget to enter the first P.A.D. for a donor it will remind you to enter it in.
A donor may want to change the date of the month for monthly P.A.D.s or the date of the week for weekly P.A.D.s. They may also want to change the amount of each P.A.D. In either of these cases, you need to first enable entering donations with a future date, by going to the Setup menu and choosing Preferences... Put a checkmark where it says Can enter donations with a future date.
Then manually enter the next P.A.D. on the new date or with the new amount. Pick a date that is sometime after the last P.A.D. on the old date or with the old amount. For example, if funds are usually deposited on Thursdays and the donor wants to switch to Fridays, then enter the amount on the Friday, after the last one that was automatically added on the Thursday. All future P.A.D.s for this donor will then be entered on Fridays. Another example, is a donor who was giving $50 now wants to increase it to $60. When the last $50 donation is added, enter the next donation for $60. On the next scheduled P.A.D. the donation you entered manually will be skipped and only those for other donors will be added.
If a donor decides they do not want to use P.A.D. anymore, then change the frequency to None on the Add/Edit Donors... window.
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