Automated Recurring Gift FAQs

To learn how recurring gifts work, see How recurring gifts process.

No. To convert a manual recurring gift to process automatically in the web view, it must be eligible. To learn more about the process and which gifts meet the eligibility requirements, see Automate Manual Recurring Gifts.

Unapproved batches in the web view aren't visible in the database view. However, after a batch is approved in the web view, the batch and its gifts are visible in database view.

Yes, you must approve batches before recurring gift payments are available in the database view, reports, or other downstream processes such as acknowledgments, receipting, and post to the general ledger.

Warning: First recurring payments from Standard Donation Forms will not process until you approve those batches. To ensure payments process on the date donors expect, you should approve batches every day.

To learn about payment attempts, see Recurring Gift Payment Processing and Recurring Failed Recurring Gift Payments.

When a recurring gift payment fails, a $0.00 payment record appears in the donor's history after it is approved in a batch. From the payment record, under Comments, you can view the reason for the failure.

Depending on why the payment failed, you may need to make changes before you retry it. For example, if the donor's credit card expired, amend the recurring gift to update its payment information. Then, return to the failed payment to retry it. For more information, see Recurring Gift Amendments.

You can only make changes for future recurring gift payments in the web view. You can make:

To learn how to change an automated recurring gift's schedule, see Update the payment schedule for a recurring gift.

To learn how to change an automated recurring gift's schedule, see Update the payment schedule for a recurring gift.