The eTapestry integration can support the creation of recurring donation records within eTapestry based on recurring transactions created and managed in Qgiv. Rather than exporting each recurring payment as a unique gift that isn't affiliated with a recurring giving plan or pledge, users can track recurring gifts in eTapestry and apply payments toward pledges when the transactions are exported.
Contents:
- Enabling Recurring Support
- What happens if changes are made to a recurring gift?
- What happens if a donor or Qgiv user pauses a recurring gift?
Enabling Recurring Support
To enable Recurring Support for eTapestry, click the gear icon on the integration to open Settings.
Within eTapestry's settings, locate the Enable Recurring? toggle and click it to enable.
Once you've toggled on recurring support, most recurring donations will be treated differently in eTapestry. The exception to the rule is a recurring gift paid daily. Daily installments work like regular recurring donations work even with Enable Recurring? toggled off.
Recurring gifts are treated differently depending on whether the donor set an end date for their recurring gift.
- A recurring gift with an end date results in a Pledge created in eTapestry and each recurring installment becomes a payment toward the pledge.
- A recurring gift with no end date creates a Recurring Gift Schedule in eTapestry. Each installment is recorded as a recurring gift rather than a pledge payment because a pledge of a specific dollar amount isn't created with open-ended recurring gifts.
When a new recurring record is created in eTapestry, you will see a tooltip in the Export History Report, indicating the gift type.
What happens if changes are made to a recurring gift?
The answer depends on a couple factors:
- The first factor is the type of recurring gift that the change was made to. Was the change made to a recurring gift with an end date or an open-ended recurring gift?
- The second is what change was made to the recurring gift.
When changes are made to a recurring gift with an end date, the original pledge being written off and a comment applied to the original pledge stating what changed and what it was changed to. Unless the change resulted in complete cancellation of the recurring gift, a new pledge is created that applies the change. Installments are then applied to the new pledge.
When a change is made to an open-ended recurring gift, an end date is applied to the original recurring gift schedule and a comment is applied that states what changed and what it was changed to. Then, a new recurring gift schedule is created that applies the change.
What changes trigger these responses for recurring gifts? Any change that requires a recurring gift record to need to be altered significantly.
Examples of these significant changes include:
- Donation amount increase/decrease
- Installment frequency change
- A date change
- Switching from a recurring gift with an end date to one without one (or vice versa)
What happens if a donor or Qgiv user pauses a recurring gift?
When a donor or Qgiv user pauses a recurring gift, there is no impact to the record. That way, once payments are resumed, a new recurring gift schedule or pledge won't need to be created. Installments are then applied to the original recurring gift record as before.