For an Individual
- Go to Giving>Contributions>Contributor Details
- Search for Contributor
- Select Schedules tab
- Click "New Schedule" on the right hand side
- Create giving schedule for proper frequency
In a Batch
If your church is a Premier edition subscriber that allows credit card giving through online giving, you also have the ability to process credit card transactions.
- Go to Giving > Contributions > Batches.
- Click Add a new batch
- Enter the batch name & date
- Select This batch will be used to process credit cards
- Enter the Received date
- Click Save batch
- Complete the fields in the workflow to add the credit card contributions
- Proceed to the batch authorization step
- Proceed to the batch settlement step
Cards are processed through the same payment gateway & internet merchant account used to process online giving credit card donations.
Note: These steps assume you have a payment gateway already setup.
Updated