Start a recurring gift (monthly, weekly, installments)
Charge a donor's card automatically every week, month, quarter or year — ongoing, for a set number of payments, or until a pledge is paid.
Before you start
- A card processor is connected.
- You have the donor's card (saved or new).
- 1
Open Record → Recurring gift
Click “Record” → “Recurring gift”. The “Recurring gift” box is chosen at the top of the form.
Record → Recurring gift. - 2
Person and amount each time
Pick the person and type the “Amount each payment”.
Amount each payment. - 3
How often and how many
Choose the Frequency and “Every” (for example Monthly, every 1). Pick the “First charge” date. In “# of payments” type a number, or leave it blank for ongoing.
Blank = ongoing. - 4
Paying off a pledge? (optional)
If they owe on a commitment, choose it in “Pay down a commitment (stops when it's paid)”.
- 5
Card to charge each time
Pick a saved card or type a new card. Tick the processing fee if you offer it.
- 6
Start it
Click “Start recurring gift”. If the first charge is today, it's charged right away. You land on its page (“Schedule #…”) with every upcoming charge.
The upcoming charges. - 7
Change it later
On its page: Pause / Resume, Cancel, “Charge next payment now” (admins), change Amount, Total # of payments or Card in “Change”, and “Skip or push off”.
Change the amount, number of payments or card.
Tips
- Each charge gets its own receipt, like any gift.
- Recurring charges wait over Shabbos and Yom Tov if the Shabbos guard is on.
- Giving → Recurring shows what you expect each month and each year.
If something isn't working
It says “Choose a saved card or enter a new one”.
A recurring gift needs a card. Pick one or type a new one.
It says “Enter a valid amount”.
Each payment must be at least $0.50.
I don't see “Recurring gift” in the Record menu.
Fundraiser logins can't start recurring gifts. Ask staff.