Most recurring donations start on a public donation form, when the donor chooses to make their gift recurring. You can also mark an existing donation as recurring yourself. This is handy for tracking a commitment that Argenta will not charge automatically, like a donor who has pledged to mail a check every month.

When you open a donation, it tells you right away whether it is recurring.

• If the donation is recurring, you will see This Donation IS Auto-Recurring along with its frequency (Monthly or Annually). There is nothing more to add.
• If the donation is not recurring, you will see This Donation IS NOT Auto-Recurring, along with a Make Recurring button.

To make a donation recurring:

1. Open the donation and click Make Recurring.
2. In the Add A New Recurring Donation window, choose a frequency: Monthly or Annually.
3. Click Add Recurring Transaction.

You can review every recurring donation under General Financials > Recurring Donations (it also appears under Fundraising).