How do I setup a custom Credit Card Schedule

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asked Sep 22 in New Feature by YakovKantor
For example if we want to setup to charge each night for chanukah or just the 5th and 8th.

Another example would be to charge after Yom Tov for Yizkor.

1 Answer

answered Sep 22 by YakovKantor
edited Sep 22 by YakovKantor
 
Best answer

Added (09/20/24) - Fundraising Only

To configure the dates, go to Administration and choose 'CC Multi Days' from the dropdown menu on the right.

In the Values column, enter the name of the frequency.

In the ValueText column, list the dates separated by commas. For example: 10/13/24, 10/27/24, 04/21/25.

NOTE: The system does not verify whether the dates are in the past. Therefore, please ensure you regularly update your dates to prevent the Credit Card system from closing due to outdated transactions.

 

The when you go into accounts, you with see you custom option with a "!" prefix. 

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