Add Recurring Donations

Return To The Knowledge Base

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 an recurring fiscal donations, 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.
Put in the recurrence frequency by selecting the frequency from the drop-down menu.  
If you wish for this donation to automatically be added per the frequency schedule you with select "Yes" for the 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.
This will open the Auto-Scheduled Recurring Donations for your organization.  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 bring the View/Update Donation screen up where you can edit the details of this donation.