Recurring Gift Record

At the top of the recurring gift record, the name of the constituent associated with the recurring gift appears. The constituent’s name provides a link to detailed information about the constituent. To view the record of the constituent associated with the recurring gift, select the constituent's link.

To view summary information related to the recurring gift record, select the double arrows next to Transaction summary. From this section, you can view the recurring gift amount, frequency, and status of the recurring gift. You can also edit the recurring gift status, view installment information, view and edit payment details, view and edit designations, and review other recurring gifts owned by the same constituent.

Tip: The Next installment field displays the earliest installment with a balance. You can use the installment number to quickly identify an installment on the Activity tab.

Note: To ensure non-zero past due amounts display on a recurring gift, you must create a recurring gift status update business process and define a rule for "Past due." The program uses this rule to update unpaid installments to "Past due." These "Past due" installments are then reflected in the recurring gift’s past due amount. We recommend you run the business process on a consistent schedule. For more information about creating a recurring gift status update business process, see Update Recurring Gift Statuses.

The following table explains the items in the summary section on a recurring gift record.

Screen Item	Description
Installment amount, Frequency, and Status	Displays the installment amount and frequency of the recurring gift transactions, as well as the status, such as Active or Held. For more information about editing the status, see Edit the Status of a Recurring Gift.
Next installment	Displays the date of the earliest installment on the recurring gift as well as its sequential number. Skipped installments do not display. When no expected installment exists, "None" displays here. You can use the installment number to quickly identify an installment on the Activity tab.
Last payment	Displays the date of the last installment that was paid as well as its sequential number. Skipped or written-off installments do not display. When no paid installment exists, "None" displays here.
Past due balance	Displays the installment balance only when there is a non-zero past due balance.
Date started	Displays the installment schedule start date.
End date	Displays when an end date exists for the recurring gift.
Total paid	Displays the total amount of payments applied to the recurring gift over its lifetime.
Payment method	Displays the selected payment method for the current recurring gift, such as Credit card. For more information about editing the payment method, see EditPayment Information.

The recurring gift record also displays several tabs that contain information about a specific recurring gift, such as benefits and recognition associated with the transaction. For information about the tabs that appear on the recurring gift record, see General.