Recurring Donations

1. Navigate to the donor's profile.
   • If the profile does not have donor designation, click [Make] next to Donor in Designations. 
2. Click Add Recurring Donation in the left-side menu.
3. Complete all applicable Add Recurring Donation fields, and then click Next.
   • Donation Type, Amount, Description, Start Date, Donation Interval, and Destination Fund are required fields.
   • Hover over the SmartTips (question mark icons) in CommunitySuite for additional field guidance.
     
     
     
     
     
4. Click Add Creditcard in the left-side menu.
5. Click Enter Creditcard Information.
   
   
   
6. Enter the donor's credit card information, and then click Save Card.
   
   
7. Navigate to the Donations page. 
   
   • When recurring donations are due, click Recurring in the left-side menu.
     • This turns red when donations are due.
8. Click Post Donations in the left-side menu and process the donations. 
   • Click Tax Receipt in the left-side menu to email or print a tax receipt.

If the donor has a valid email address listed in their profile, CommunitySuite will automatically send a tax receipt when a recurring donation is processed. For recurring donations, the donation notify email is sent each time a donation to the fund is posted.

Additional Information

• The recurring donation will not post automatically based on the start date and donation interval. 
• Edit a recurring donation to split the total amount from each donation among different funds and change or add a campaign.
  • Intervals can only be edited when creating a recurring donation. Once a recurring donation has been created, the interval cannot be edited.
• The recurring donation record contains a link in the Saved Creditcard field that will redirect to the donor's credit card transactions within Stripe.
  
  
  

1. Navigate to the Portal Options page, and click Giving Hub Settings in the left-side menu.
2. Click the Donate tab.
   
   
   
3. Click Edit Donate in the left-side menu.
4. Check the Public Recurring Donations box, and then click Update.

The system displays a warning message if a recurring donation does not contain a credit card. CommunitySuite does not save credit card information but does save the StripeID on the profile record. The StripeID is necessary for a credit card transaction to occur.

Take one of the following troubleshooting actions to resolve the issue.

• When viewing the recurring donation, click Add Creditcard in the left-side menu.
• Instruct the donor to set up a new recurring donation through the Giving Hub.
  • Delete the original recurring donation once the new one is configured.
• The Link payment method can cause recurring donations to not be created correctly in CommunitySuite. It is recommended to disable Link as a payment method.
  • Resource:
    • How to turn off Link

If a donation fails to post and is attached to a recurring donation and the next donation date of the recurring donation is in a closed period, the donation can be rescheduled to an entered next date. The books have to be open for the period in which the next date is scheduled.

1. Navigate to the Donations page and click Recurring in the left-side menu.
2. Click the ID of the donation to change the donation date.
   
   
3. Click Edit in the left-side menu.
4. Enter the new Next Date, and then click Save.