Some donors believe that having a recurring transaction infers having login credentials in the Online Management System (OMS). However, the donor must create an account (set up a password) before he may use the OMS to access the payment details of his recurring transaction.
Effective April 2020 the donor has the option of creating login credentials at the time the original recurring donation is made.
To create an account:
Once logged in, the donor may change/update his credit card number or expiration date, increase/decrease the contribution amount, update his mailing or email address, or stop his recurring contribution. He may also retrieve a transaction history and print a transaction summary for tax purposes. (If the donor has transactions older than May 2016, please contact GiveDirect support for a transaction history.)
If the donor has more than one recurring transaction associated with the same email address, the accounts should be automatically "linked" so the donor may access all of his transactions using the same log in credentials. If not, either the donor or the charity may call/email GiveDirect Customer Service and we will be happy to link those accounts.
To see whether a donor already has login credentials,