How do I track payment processing from the Details page?

Overview

The Details page for each recurring commitment provides comprehensive information about payment processing history, including both failed attempts and successful contributions. 

Step 1: Access the recurring commitment Details page 

1. Open the commitment from one of these locations: 

   1. Processing Report 

   2. Recurring Commitment section of the contact record 

   3. Contact record Overview page (under Financial > Commitments) 

   4. Action menu (three dots) > View/Edit 

Step 2: View failed processing attempts 

1. Scroll to the bottom of the Details page 

2. Find the "Failed Processing Attempts" section 

3. This section lists any failed attempts to process payments for this commitment 

4. Each entry includes: 

   1. Date of the attempt 

   2. Error message 

   3. Payment method details 

Step 3: Review successful historical contributions 

1. Below the Failed Processing Attempts section 

2. Find the "Historical Contributions" section 

3. This shows all successful payments that have processed for this commitment 

4. Each entry includes: 

   1. Date 

   2. Amount 

   3. Payment method 

   4. Other contribution details 

Step 4: Use this information for follow-up 

1. Based on the payment history, determine if action is needed 

2. For recent failed attempts, consider reaching out to the donor 

3. For patterns of failure, evaluate whether to implement an automated solution 

What else do you need help with? 

• Understanding Monitoring Payments on Recurring Commitments 
• How do I correct failing payments? 
• How do I view failed payments in Fundraising Management? 
• How do I use reports to track payment processing?