Setup Recurring Payments from the Make a Payment Page:


  1. On the admin side, click on Make a Payment
  2. Click the second menu item Setup Recurring Payment
  3. Select your family from the right from the right dropdown labeled Families
  4. If the family owes money on an account, the account outstanding will appear with a balance below it
  5. In the case a family is donating or paying on another account, you can select it from the dropdown if it was made available in the Payment Setup screen
  6. Make sure you select the payment account before entering the credit card details
  7. Next fill in the payment card with the family name, address, credit card / ACH details, giving schedule with frequency  and amount per payment (PayPal and PayQuiq have different field requirements)
  8. Select or remove the convenience fee and then click the Subscribe or Checkout button


 

Manage Recurring Payments

  1. To manage and query your recurring payments go to the Make a Payment page and click on the menu View Recurring Payments
  2. In this screen you can see status of the recurring accounts.  You can see which are active, completed, cancelled, expired, or all of them
  3. You can do additional queries for values, accounts, families, date range and family / individual code filters, donation method (page or form) and donors that are not in the database who have given through the open payment form
  4. If a donor needs to have their recurring payment deleted due to error or other issues, you can do this by deleting the schedule and it will reflect with the payment processor