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
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- Charge the credit card. This will be the FIRST donation of their Recurring Donation
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- 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.
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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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Using the System Tables Setup menu
- Open the Recurring Donation window.
Click here to learn how to access this window.
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- 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.