Main menu
You are here
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'.
|
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 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'.
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.