How do I manually add recurring commitments?

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 

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

Step 2: Add a new commitment 

1. Select "Add New Recurring Commitment" 

2. 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" 

2. Enter the payment details in the prompt that appears 

3. Click "Add and Process" 

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

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