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:
 
 
 
 
 
To make the donation recurring select "Yes" for Is Donation Recurring?
 
Select the recurrence frequency from the drop-down list. Options are: Weekly, Bi-Weekly, Monthly and Annually.
 
If you wish for this donation to automatically be added per the frequency schedule you selected then choose "Yes" for 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 with no effort on your part.
 
To view all recurring donations, choose Donations & Grants > Donations Recurring - from the Argenta main menu on the left hand side.
 
 
This will open the Auto-Scheduled Recurring Donations screen. This will list all the donations that have been selected for automatic input.
 
You can edit the schedule if you need to by selecting 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.