Enrolling a donor with AutoPay

Quick TutorialFull Training

After AutoPay is configured, donors can begin enrolling themselves with recurring donation payments.

Note: Recurring donations can only be entered through a Give Now page. Recurring donors cannot enroll through the Cart or Enter gifts (Fundraising > Enter gifts) page.

Before you begin, you should confirm the following:

• AutoPay is configured.
• There is a Give Now page configured to accept recurring donations.

Note: It is suggested that a donor enrolls themselves with AutoPay, since their credit card details are required at the time of enrollment. It is never recommended that a donor shares their credit card information over the phone or by email.

The following is how a donor enrolls themselves with AutoPay:

1. From the public website, the donor navigates to the Give Now page.
2. The donor enters their recurring donation amount.
3. The donor choose to make the donation recurring.



4. The donor chooses the frequency, day (if configured), and amount.
5. The donor enters their credit card details, then clicks Submit Donation.

Once donors have enrolled with AutoPay, you may need to perform the following tasks:

• View automatic payment transactions
• Cancel AutoPay enrollments
• Modify an existing AutoPay payment method
• Adjust the amount and collection date for recurring donations