Auto-Recurring Schedules in Argenta allow you to set up donations, expenses, deposits, and other transactions to repeat automatically. This is useful for recurring gifts, monthly bills, and regular deposits.
Types of Auto-Recurring Transactions
You can set up recurring schedules for:
- Donations: Monthly, quarterly, or annual giving
- Expenses: Recurring bills like rent, utilities, subscriptions
- Deposits: Regular expected deposits
- Invoices: Recurring billing for memberships or services
Setting Up a Recurring Donation
- Go to Fundraising > Donations Auto-Schedule
- Click Add New
- Select the donor
- Enter the donation amount
- Set the frequency (Monthly, Quarterly, Annually)
- Set the start date and optional end date
- Save the schedule
Setting Up a Recurring Expense
- Go to General Financials > Expenses Auto-Schedule
- Click Add New
- Select the vendor and expense category
- Enter the amount and frequency
- Set payment method and account
- Save the schedule
How Auto-Recurring Works
When the scheduled date arrives:
- Argenta creates the transaction automatically
- The transaction appears in the appropriate module
- For donations, the donor level is updated
- For expenses, the entry is added to the general ledger
Managing Recurring Schedules
- View all scheduled items in the Auto-Schedule list
- Edit to change amounts, frequency, or dates
- Delete to stop future occurrences
- View history of past transactions created
Frequency Options
- Weekly
- Bi-weekly
- Monthly
- Quarterly
- Semi-annually
- Annually
Tips for Recurring Donations
- Send reminders before processing recurring gifts
- Have a process for failed payment attempts
- Track recurring donor retention rates
- Thank recurring donors annually for their commitment