This feature allows you to enter customer payment information once and schedule recurring payments. You can edit the schedule anytime or cancel it to accommodate your customer’s preferences. Recurring donations can be setup through the following methods:
Add / Edit Client Account: You can setup a recurring donation by creating a new account or by editing an existing account. Utilize the Manage Accounts icon on your Event Dashboard. For more details on creating new accounts, you can also refer to the Donor Account Creation tutorial.
1. To edit an existing account, access your account list and click on the settings icon by the appropriate name. You will need to save credit card details under Payment Methods in order to schedule a recurring donation. If address and credit card information have already been saved, you can go directly to Recurring Donations.
2. On the Recurring Donations screen, you can determine whether you want to set an end date for the recurring transactions. You can also select which payment method to use in the event you have multiple cards on file.
3. You need to enter a donation amount and set the billing frequency. This can be in any increment of weeks or months. For example, every 2 weeks or every 6 months. If you have created some Donation Categories, you can select one at this time.
Box Office: Regardless of whether a client has an account already, you can process donations immediately using the Make Donation icon.
1. This feature provides quick access to process donations on demand. You will be prompted for a donation amount, a category (if applicable), and you will choose between a one-time or recurring charge.
2. After you have set the billing frequency, click the Donate button and you will be directed to the normal checkout process. Remember that all orders processed in this manner will be connected to existing accounts only if the same email address is used during checkout.
Customer Initiated: When customers click on the Donate button from your Event Landing Page, they will have the choice between making a one-time contribution and creating a recurring donation. They can also select a Donation Category for the allocation of their donation if you have made those categories visible to the public.