Add a Generate Payments Process

For recurring gift payments and pledge payments, you can create a business process to automatically generate payment records for these transactions. When you run a generate payments process, you automatically create a revenue batch that includes payment information about the selected pledge or recurring gift transactions. When the batch is committed, the program automatically generates payment records to apply to the corresponding pledges or recurring gifts.

You can also use this process to generate payments for membership installments. When you run a generate payments process for membership installments, you automatically create a membership dues batch that includes payment information about the selected membership payments. When the batch is committed, the program automatically generates payment records to apply to the corresponding memberships.