How do I add a recurring payment to an existing donor?

To add a recurring payment to an existing donor for recurring monthly or quarterly donations:

1. Click Donations in the left navigation.
2. Click Donors.
3. Search for a donor profile.
4. Click the donor name or donor ID to view the Donor Profile.
5. Click New in the Recurring Payments section.
6. Enter the information regarding this recurring payment: 
   • Modify the card holder address, Activity Type or Targeted Giving Program as appropriate.
   • Enter the recurring donation amount.
   • Select the frequency of the recurring donation (monthly or quarterly) next to the recurring donation amount.
   • Click the calendar icon to select the First Payment Date. The system will look to this date to know which day of the month to process each transaction.

     Exception: If a recurring donor signs up at the very end of the month (on the 28th, 29th, 30th or 31st), the first donation will be processed on that day, but all of their subsequent donations will be processed on the 27th of the month. This is because February is a shorter month, and we wanted to allow for an extra day in case does not go through on the first attempt. So if you change the date in the recurring profile to the 28th for example, the transactions will subsequently be processed on the 27th.

   • [Optional] Click the calendar icon to select the Last Payment Date if you wish to stop the automatic processing of the recurring donation on a specific date.  After this date, the card will no longer be processed.  Therefore, enter a date of 2028-09-14 to no longer process recurring payment on or after September 15th 2028.
   • Enter the card holder name as it appears on the credit card
   • Enter the credit card number
   • Enter the credit card security code (CVV2 code)
   • Select the credit card type available for processing through your payment gateway.
   • Select the month and year of the credit card expiry date.
7. To process the payment immediately, click Save & Process Payment Now.

   Or, click Save (instead of Save & Process Now) to have the system automatically process the payment during the next cycle. If the First Payment Date is in the future, the credit card will be processed on that future date.