Recurring DonationTemplate List Window

	A recurring donation template contains all the data required to create future donations on an ongoing basis. When a template is processed, the future donation will contain a new order, donation and payment based on the template. A donation template is NOT a donation per se. A process is run to create a donation and payment from the template.
	There are three ways a recurring donation can be created. Please read about all of them.

To access the Recurring Donation Templates window:

Choose Setup >> System Tables >> Recurring Donation Templates

The Recurring Donation Template List window opens.

Parts of the Recurring Donation Template List Window

	Accesses the Help section for this window.
	Inserts a New recurring donation template through the Recurring Donation Template window. For more information on inserting recurring donations click here.
	Opens a window to edit a recurring donation through the Recurring Donation Detail window. For more information on editing recurring donations click here.
	Duplicates an existing recurring donation. For more information on duplicating an existing recurring donation click here.
	Deletes a recurring donation. For more information on deleting recurring donations click here.
	Generates a report of recurring donations to the screen or default print location.
	Exports out a recurring donation template list in a tab-delimited format.
	The patron record opens. For more information on the patron window click here.
	Creates the next scheduled gift for each of the recurring donation templates. For more information on the creating scheduled gifts for recurring donations click here.
Recurring #	Unique number assigned to the recurring donation for tracking within Theatre Manager.
Patron #	Unique number assigned to the patron for tracking within Theatre Manager.
Type	The patron's selected category type. For more information on defining patron types click here.
First Name	The patron's first name that has the recurring donation.
Last Name	The patron's last name that has the recurring donation.
Company	The patron's company name that has the recurring donation.
Campaign Name (Internal)	The internal campaign name that receives the recurring donation. For more information on Donation Campaigns click here.
Campaign Name (External)	The external campaign name that receives the recurring donation. For more information on Donation Campaigns click here.
Start Date	The date the recurring donation was requested to be started.
Next Date	The date the next recurring donation is scheduled to be created.
End Date	The date that will stop all further gifts from being created by the recurring donation. Once this date has past, no donations will be created. An empty End Date will allow donations to be created into perpetuity.
Amount	The amount each gift will be created for each scheduled frequency.
Recurring Frequency	How often the donation will be created.
Donation Field#1	The Donation Field #1 value to assign for each gift created by the recurring donation. For more information on defining the Donor#1 Popup Field click here.
Donation Field#2	The Donation Field #2 value to assign for each gift created by the recurring donation. For more information on defining the Donor#2 Popup Field click here.
Donation Field#3	The Donation Field #3 value to assign for each gift created by the recurring donation. For more information on defining the Donor#3 Popup Field click here.
Solicitor	The main solicitor for this recurring donation. For more information on defining solicitors click here.
Solicitor #	The main solicitor # for this recurring donation.
Active	Indicates if the recurring donation is active and will create gifts on the scheduled frequency.

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Reference

Creating a Recurring Donation

There are 3 ways to create a Recurring Donation.

Through the Setup->System Tables->Recurring Donations setup menu. This method is extremely helpful if the patron is a first time donor and hasn't made a previous donation.
Using an existing donation for a patron, which will define the starting values for the Recurring Donation.
Using online web sales, the patron can indicate that they wish to setup and start a Recurring Donation.

How to Start A First Time Recurring Donation

To setup a new Recurring Donation for a patron, there are three steps to follow:

Enter a NEW donation for the amount of the monthly gift and click on the Payment button

Charge the credit card. This will be the FIRST donation of their Recurring Donation

With the First Donation charged to the patron's credit card, now use the Recurring Donation Template button to setup the future payment amounts and frequency.

Using the System Tables Setup menu

Open the Recurring Donation window.
Click here to learn how to access this window.
Click on the recurring donation you want to edit.
Click the New button.
The recurring donation detail window will open. Click here to learn more about this window.

Using an Existing Donation for a Patron

Refer to Creating a Recurring Donation from an Existing Gift for more information.

Using Web Sales to Setup a Recurring Donation

Refer to Creating a Recurring Donation for an Online Donation for more information.

A recurring donation template contains all the data required to create future donations on an ongoing basis. When a template is processed, the future donation will contain a new order, donation and payment based on the template.

A donation template is NOT a donation per se. A donation must be created from it.

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How To

Recurring Donations Create From Existing Gift

Using an existing donation as a starting point to populate the Recurring Donation's fields is an easy process. In a situation where the patron may have made a donation and realizes that they wish to become a recurring donor, you're able to transfer the donation information along with the payment information over to the recurring donation.

If the donation being used has a donation date of today, it will be automatically linked to the Recurring Donation as the 1st gift. The 'Next Gift Date' will be set in the future based on the 'Frequency'.

Open the Patron Record.
For details on locating a Patron Record click here.
Click the Donation tab.
Select the Donation to edit.
Single click on a donation to select it.
Click the Open button.
Click the Recurring button in the top toolbar.
A confirmation window will open to confirming the creation of a Recurring Donation from the existing donation.

Click Recurring

button.

The Recurring Donation will now be created and the Recurring Donation Detail Window will open to allow for any additional changes to the setup.

The payment method for the recurring donation will be the same payment method applied to the originating donation. Only payment methods of type Credit Card and EFT will be applicable; all others will be assigned as 'On Account'.

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How To

Recurring Donations Create From Existing Gift - Already Exists Warning Message

When creating a Recurring Donation from an Existing Gift, if the donation selected is associated to an existing recurring donation previously created for the patron, a warning message will appear. In most cases this message will appear when the originating donation selected is of type 'Recurring Gift'.

Recurring Donations Create From Existing Gift Already Exists

This message is only a warning and will not stop the creation of another Recurring Donation based on this donation. The message is to provide an indicator that a recurring donation already exists for this patron based on the exact same gift information selected. The message is there to prevent a secondary recurring donation from being created by mistake.

Open the Patron Record.
For details on locating a Patron Record click here.
Click the Donation tab.
Select the Donation to edit.
Single click on a donation to select it.
Click the Open button.
Click the Recurring button in the top toolbar.
A confirmation window will open to confirming the creation of a Recurring Donation from the existing donation.

Click Make More

button.

The Recurring Donation will now be created and the Recurring Donation Detail Window will open to allow for any additional changes to the setup.

The originating donation will not be associated with the new recurring donation that was just created. It will remain associated with the original recurring donation series.

Diataxis:

How To

Recurring Donations Create for an Online Donation

A Recurring Donation can be initiated by the patron during an online donation submission. When the patron fills in the required fields to complete the online donation, the patron selects a recurring frequency from the "How often do you want to make this donation?" pop-up list. During the checkout process, Theatre Manager will automatically create the Recurring Donation based on the information provided with the online donation.

The Patron accesses online sales.
For further information on Web Page Documentation click here.
Click the Donation tab in the top toolbar.
Fill in the required donation fields.

The Donation Amount within the online donation will be used as the Recurring Amount for each future recurring occurrence.
Choose a recurring option for the "How often do you want to make this donation?" choice.
Click Add Donation to Shopping Cart button.
The Recurring Donation request has now be added to the shopping cart along with the originating donation. At this stage in the process, the Recurring Donation has not been created. It has only been requested to be setup by the patron. It will only be created upon successful checkout of the shopping cart.

If the originating donation is removed from the shopping cart prior to the checkout process, the Recurring Donation will not be created for the patron.

A donation must be added to shopping cart along with the request to initiate the Recurring Donation, before a Recurring Donation will be created for the patron. Upon successful checkout of the shopping cart, this originating donation will be associated as the 1st gift within the series. The Next Gift Date will be set with a future date based on the recurring occurrence chosen by the patron.

Complete the checkout process of the Shopping Cart

The payment method for the recurring donation will be the same payment method used to complete the purchase of the shopping cart. Only payment methods of type Credit Card and EFT will be applicable; all others will be assigned as 'On Account'.

After a successful checkout has occurred, the Recurring Donation is created.
For reference information to assist the box office in determining the Shopping Cart in which the online patron initiated the request for the recurring donation, the Shopping Cart Number is provided on the Statistics tab of the Recurring Donation Detail Window.

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How To

Editing a Recurring Donation

Editing a Recurring Donation will not update previously created gifts associated to the recurring donation with those edits being made. Only the future gifts created from the recurring donation will contain the edits. If the edits being made within the recurring donation are required to be made retro-active to the existing gifts, those edits will need to be made directly within each gift's donation record.

Open the Recurring Donation window.
Click here to learn how to access this window.
Click on the recurring donation you want to edit.
Click the Open button.
The recurring donation detail window will open. Click here to learn more about this window.

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How To

Duplicate a Recurring Donation

Duplicating a Recurring Donation will not duplicate previously created gifts associated to the recurring donation. Only the Recurring Donation itself will be duplicated.

Open the Recurring Donation window.
Click here to learn how to access this window.
Click on the recurring donation you want to duplicate.
Click the Duplicate button.
The recurring donation has now been duplicated.

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How To

Delete a Recurring Donation

Open the Recurring Donation window.
Click here to learn how to access this window.
Click on the recurring donation you want to delete.
The recurring donation must not be tied to a previously created donation in order to be deleted.
Click the Delete button.
A delete confirmation dialog opens.
Click the Delete button.
The recurring donation has now been deleted.

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How To