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iATSPayments / com.iatspayments.civicrm

CiviCRM Extension supporting iATS Payments services
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Edit ACHEFT Card on File via the CiviCRM interface #222

Open cmmadmin opened 6 years ago

cmmadmin commented 6 years ago

CiviCRM 4.6.14, Drupal 7.43, iATS Payments extension 1.5.3

Admins need ability o edit ACH info (e.g., change the routing and account number) for recurring contributions? This is available for recurring contributions paid by credit card (view, edit, and process links are available), but not for recurring contributions paid by ACH (only view links are available).

We have been advised to via the Virtual Terminal on iATSpayments.com, but this does not result a record of the transaction in CiviCRM.

See also: https://civicrm.stackexchange.com/questions/20426/editing-ach-info-for-recurring-contributions-iats/20496

(left: ACH/EFT; right is Credit Card): cardonfile

KarinG commented 6 years ago

I think we've agreed this is on our ToDo list. But would be for the 4.7 release;

Not sure what you mean by "but this does not result a record of the transaction in CiviCRM." There is no transaction - going over to iATSpayments.com to update the BankNumber that is associated with the token (stored in CiviCRM) -> is just that. There are no monies transacted at the time of the update;

adixon commented 6 years ago

FWIW, the rationale for only doing it for credit card to start with is that ACH/EFT updates are much less common. Generally, an account isn't going to change, it's more likely that someone is actually going to use a completely different account, and for that, you might consider cancelling the current series and creating a new one. That advantage of that approach is so that any history in the recurring contribution will be for the account that is current.

On the other hand, the other major reason to use an ACH/EFT "card-on-file" record would be errors in the initial submission, and that's a good enough reason to implement it.