How do I monitor payment corrections?

Overview

After implementing strategies to correct failing payments, it's important to monitor whether these corrections are successful and understand how donors are updating their payment information. 

Step 1: Use the Recurring Commitment Changes Report 

1. Navigate to Report Manager 

2. Find and open the "Recurring Commitment Changes Report" 

3. This report shows you: 

1. When any change is made to a Recurring Commitment 

2. What the change was 

3. How the change was made 

Step 2: Monitor payment information updates 

1. In the report, look for changes with "Payment Information" in the Change Type column 

2. This indicates that payment details have been updated 

3. The report also shows who made the change (donor, staff member, or system) 

Step 3: Track commitment status changes 

1. Monitor the Status column in the report 

2. Commitments with recent Payment Information updates should change from "Failing" to "Active" 

3. Note that it may take a few days for the Status to update as payments are reprocessed on a standard schedule 

Step 4: Verify successful processing with the Processing Report 

1. Use the Recurring Commitment Processing Report to confirm that payments are processing correctly 

2. This report displays each processing attempt for each commitment on a separate row 

3. Look for successful outcomes following payment information updates 

What else do you need help with? 

• Understanding Monitoring Payments on Recurring Commitments 
• How do I correct failing payments? 
• How do I use reports to track payment processing? 
• How do I understand payment status and retries?