1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the donor’s name
  4. Click Journal
  5. Click Add
  6. Click Recurring Gift Schedule
  7. Below the Basic Information heading, set the Date, Installment Amount, and Fund
  8. Below the Schedule Information heading, select your Process Type and enter the First Installment Date and Frequency; if you select Auto as the Processing Type, you will also need to enter the Credit/Debit Card information below the Gift Types heading
  9. Click Save and Go to Journal