Recurring Donation Pledge Creator

Note: The Recurring Donation Pledge Creator is only available if you have set up AutoPay.

The Recurring Donation Pledge Creator content item generates invoices based on a specified date. Staff users can view automatic recurring donations that are due after a specific date, and then those pledge invoices are created. The option to allow recurring donations must be enabled from the Staff site.

This content item is not a stand-alone content item, and should be used with the following content items:

An out-of-the-box example of these content items used together can be found at Fundraising > Automatic payments > Process payments:

Viewing a Recurring Donation Peldge Creator content item example

To modify or make customizations to this content item, copy and paste this page and all of its out-of-the-box content into a Shared Content folder (@/iCore/Fundraising/AutoPay).

Recurring Donation Pledge Creator configuration options

This content item uses the Common content item configuration options, in addition to the following:

  • Run Date label text - Specify the label to appear next to the Run Date selection.
  • RunButtonText - The text to appear on the button to create the pledge invoices.

Notes

  • The option to allow recurring donations must be enabled from the Staff site.
  • The Recurring Donation Creator content item is available to those with an AutoPay license key.