What is the correct BBMS Checkout method for recurring gifts

Emily Merricks

We're using Checkout to process both Credit Card and Direct Debit transactions, and then we're using the transaction token to create a corresponding Gift record in Raiser's Edge NXT.

The two Checkout methods we're using for this are `Blackbaud_OpenPaymentForm` and `Blackbaud_OpenDirectDebitForm`, and we've had no problem converting those into Gifts of type `Donation` included in a daily batch via SKY API.

Our trouble has come with recurring Gifts, though. Currently, we take the transaction token from Checkout (either Credit Card or Direct Debit), and we use that to first generate a Gift of type `RecurringGift` (outside a batch). Then we create a gift of type `RecurringGiftPayment` (in a batch) as the first installment.

Unfortunately, we are unable to see Direct Debit account information associated with either the RecurringGift or the RecurringGiftPayment. Is this expected?

On a call with support, it was suggested that we use the `Blackbaud_OpenStoreDirectDebitForm` Checkout modal instead of `Blackbaud_OpenDirectDebitForm`, but since we'll be processing a payment immediately, that user experience of the “store information” modal doesn't feel like the right process for a donor.

Are we able to create a recurring gift without storing card information? Or do we need to use the card storage Checkout methods if we're attempting to create recurring gifts?

Thanks.

Crystal Bruce

@Emily Merricks Hi! I'm checking in to see if you received an answer to this question and if you did, if you wouldn't mind posting the answer here, so if another member runs into the same issue, they can search and find the answer. If you haven't received an answer, please let me know, so I can call in my team here at Blackbaud to assist. Thanks!

Faith Murray

@Emily Merricks, I can't speak to the NXT side of recurring gifts. But I can tell you that when creating recurring gifts in DB view, yes, you have to store the card info and the direct debit account info in RE. Card numbers are stored as encrypted information, so your staff won't be able to read the entire number after saving the gift, but the system needs the payment info so that it can spawn future payments.

Mina Mistry

@Emily Merricks

You are not required to use the Store Direct Debit first, you should be able to process the transaction immediately with Checkout and get the token from that.

We have a recorded demo that walks through making a payment via Checkout and then adding that as a recurring gift to RE NXT via the Gift API, and it talks about the various options on how gifts are added to RE NXT. You can see that in the video linked below starting at 35:20s. You can likely forward through the Checkout setup to get to the RE NXT section.

Let me know if this helps or if you have other questions after reviewing this content.

Thanks!

Allan Delmare

@Mina Mistry can you re-link to the video? ("You can see that in the video linked below starting at 35:20s") thanks!