Follow the steps below to manually enter a check payment and connect it to an existing recurring commitment so EveryAction can track it correctly. This helps you see all of a donor’s contribution records in one place, keeping their giving history clear and organized.
Before You Begin
Make sure you have:
- Already created the recurring commitment on the donor’s record
- The check details on hand: amount, date, and payment method
If you’re not sure how to enter a contribution in EveryAction, start with
It will show you the basics.
Step 1: Open the Donor’s Contact Record
Navigate to the contact record of the donor who sent the check.
Tip: Use the search for a contact field in the sticky bar at the top of EveryAction if you need help finding the contact.
Step 2: Add the Contribution to the Record
Add a new contribution to the record. If you need step-by-step help with this part, refer to
As you fill in the contribution form, make sure these details match the recurring commitment record:
- Amount
- Date
- Payment method
- Any other relevant information
When you reach the contribution status field, set it to Settled. Then save the contribution.
Step 3: Verify the Link Was Made
EveryAction will automatically link the contribution to the recurring commitment when you save.
Tip: You do not need to manually connect them—saving with matching details is all it takes.
Tip: If you need to update any details on the contribution later, you can edit it anytime without affecting the recurring commitment.
Step 4: Confirm the Link in Two Places
Once you save, you should see the link confirmed in two places. Check both:
On the contribution record:
A section labeled Commitment Information will appear. This confirms the link was made successfully. You’ll see details including:
- VAN Recurring Commitment ID
- Installment Number
- Frequency
- Start and End Dates
On the recurring commitment record:
The contribution will also show here, and the Total Amount Received to Date field will update to reflect the new payment.
Not quite what you were searching for?
- Navigate back to the Recurring Giving Resource Index.
How do I link a check to a recurring commitment? | How do I associate a contribution with a recurring commitment? | How do I manually enter a check payment for a recurring donor? | How does EveryAction link contributions to recurring commitments? | Where do I see recurring commitment details on a contribution record? | What is the Commitment Information section on a contribution? | How do I record a check payment for a recurring gift?