How do I use Batch Entry for recurring commitments?

Overview

If you use Financial Batch Manager to enter contributions, you can add recurring commitments while processing credit card or EFT payments in batch. 

Step 1: Configure Batch Entry for recurring commitments 

1. Go to Contributions > Add/Remove Fields > Recurring Commitments 

2. Add the recurring commitment option to your Quick Entry Configurations 

Step 2: Create a new batch 

1. Navigate to Financial Batch Manager 

2. Create a new batch or open an existing one 

3. Ensure you're entering Credit Card or EFT contributions (required for recurring commitments) 

Step 3: Enter contribution with recurring options 

1. Input the standard contribution information 

2. Check the "Is recurring" box 

3. Select the desired Frequency for future payments 

4. Note: Your Designation must have a payment gateway set up for Credit Card or EFT options 

Step 4: Complete the batch 

1. Enter any additional contributions 

2. Process and commit the batch following your standard procedures 

3. The recurring commitments will be established, and future payments will process automatically 

What else do you need help with? 

• Understanding Recurring Commitments 
• How do I configure Batch Entry? 
• How do I set up a payment gateway? 
• How do I track recurring commitments?