You can deactivate a transaction processor that is no longer in use. If you have only one transaction processor, you must first add an additional transaction processor before you can deactivate the other processor.
After you deactivate a transaction processor, you can't use that processor to process transactions. You also can't add that processor to forms.
Step 1—Deactivate a Processor
Warning: After you deactivate a transaction processor, forms and autoprocessing payments do not automatically update. You must manually update existing forms and autoprocessing payments currently assigned to that processor.
Bloomerang Payments
If you use the Kindful Fundraising add-on, you must first deactivate it before you can deactivate Bloomerang Payments. Please email [email protected] to deactivate your Kindful Fundraising add-on.
To deactivate Bloomerang Payments:
Click Settings.
Click Payments.
In the Bloomerang Payments section, click Settings.
Click Disconnect Bloomerang Payments.
Third-Party Processors
To deactivate a third-party processor:
Click Settings.
Click Payments.
In the Other Processors section, click the drop down arrow beside the processor, and then select Edit.
Clear the Active checkbox.
Click Save.
If asked to confirm, click Deactivate.
Step 2—Update the Processor for Forms
After you deactivate a processor, you must edit your forms to use the new processor.
Step 3—Update the Processor for Autoprocessing Payments
After you deactivate a processor, you must run a report to find pledges and recurring donations that use the inactive processor to autoprocess payments.
To run this report:
In the Include section, click Add Filter.
Search for and select Type, then select Pledge and Recurring Donation Schedule, then click OK.
Click And, then search for and select Processor. Select the inactive processor, then click OK.
Click And, then search for and select Matches Multiple Filters.
In the Include section, click Add Filter. Search for and select Pledges and Pledge Payments.
In the Include section, click Add Filter, then search for and select Pledge Status. Select In Good Standing, and In Arrears, then click OK.
Click OK again.
Click Or, then search for and select Recurring Donation Schedules and Payments.
In the Include section, click Add Filter, then search for and select Schedule Status. Select Active, and Overdue, then click OK.
Click OK until you are back to the main set of filters. The report results appear.
Next, update the processor for each transaction listed in the report:
From the report results, click a transaction to go to and edit the pledge or recurring donation schedule.
Change the processor to your current processor.