Skip to main content

How do I manually add recurring commitments?

  • February 25, 2026
  • 4 replies
  • 40 views
Happie Pingol
Forum|alt.badge.img+1

Overview

You can manually add recurring commitments directly to a contact record when you need to set up a commitment that wasn't created through an online form. 

 

Step 1: Access the contact record 

  1. Navigate to the contact's record in your database 

  1. Go to the Recurring Commitment section of the contact details page 

Step 2: Add a new commitment 

  1. Select "Add New Recurring Commitment" 

  1. Enter the details for the commitment, such as: 

    1. Amount 

    2. Frequency 

    3. Start date 

    4. Designation 

Step 3: Set up automatic processing 

  1. Select one of your online payment processing methods: 

    1. Credit/debit card 

    2. Cash

    3. Check

    4. Electronic Funds Transfer

    5. In-kind

  2. Note: The payment method must be connected to a payment gateway 

Step 4: Process the first payment 

  1. Click "Save & Process Payment" 

  1. Enter the payment details in the prompt that appears 

  1. Click "Add and Process" 

  1. The recurring commitment will now be established, and future payments will process automatically 

 

Not quite what you were searching for?

    4 replies

    K
    • kpetty
    • First Timer
    • March 16, 2026

    Is there a way to set a donor up as recurring if they pay us monthly by check? I will manually enter the check each month but they’re still considered a recurring donor and will show up on my recurring donor contribution report?

    Happie Pingol
    Forum|alt.badge.img+1
    • Happie Pingol
    • Author
    • Community Manager
    • March 16, 2026

    Hi ​@kpetty! Thank you for reaching out. 

    Yes, you can do this. Follow the steps in the article to create the recurring donation. When you reach Step 3, select Check as the payment method. Your donor will still be considered a recurring donor and appear on your Recurring Donor Contribution report.

    I’ll updated the article to reflect this step. Thank you for helping us make Bonterra Central better for everyone!

    K
    • kpetty
    • First Timer
    • March 16, 2026

    Thank you!! If I set up a $10/month recurring donation by check, will EA automatically post the donation on the date I enter in the recurring set up or will it still wait for me to post it manually?

    R
    • reda
    • First Timer
    • March 19, 2026

    Under a Contact’s Contributions,  I would like to add PayPal for manually adding contributions under ‘Payment Method’.

    Right now I see:

    Cash

    check

    credit card

    debit card

    google pay

    in-kind

    money order

    paycheck deduction

    stock

    unknown

    Our account isn’t linked to Google Pay that I can see… How do I add another category that says PayPal?  

    Terms & ConditionsCookie settingsAccessibility statement