Knowledge Base Article

Add Recurring Donations

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Fiscal Donations can be scheduled to recur weekly, bi-weekly, monthly or annually. Recurring donations are setup once and then they are automatically entered per the schedule. To set up a recurring fiscal donation, you input a fiscal donation and choose that the donation is recurring. For help on adding a fiscal donation please refer to KB Article - Add Fiscal Donation.
 
Recurring donation settings (Found in the Fiscal Donation Workspace on the Donation Details tab):
 
 
 
Here are the fields that control a recurring donation:
  1. Is Donation Recurring? - Select "Yes" to set the donation to a recurring donation.
  2. Recurrence Frequency - Select the frequency from the drop-down list. Your options are: Weekly, Bi-Weekly, Monthly, and Annually. This is a required field.
  3. Auto Input Subsequent Donations? - Choosing yes will add this donation to the auto-recurring scheduler. A new donation will be added automatically based on the recurrence frequency you choose. To view all recurring donations, choose Donation Management > Recurring Donations from the main menu.
Make sure and save your changes before moving on.
 
 
To view all recurring donations, choose Fundraising > Recurring Donations - from the Argenta main menu on the left hand side:
 
 
 
This will open the Auto-Scheduled Recurring Donations screen:
 
 
Here you can find all the donations that have been selected for automatic input.
 
From here you can edit the auto-scheduled items. Simply select the Donation ID next to the donor that you wish to edit. This will open the Fiscal Donation Workspace, where you can edit the details of this donation.