To set up a new auto-processing gift:
  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. Enter the Date, Installment Amount, and Fund below the Basic Information heading
  8. Below the Schedule information heading on the right side of the page, select Auto from the Process Type heading
  9. Enter the First Installment Date and Frequency
  10. Click the Gift Types heading
  11. Enter the donor's credit/debit card information
  12. Click Save and Go to Journal

To set an existing recurring gift schedule to auto-process:
  1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the donor's name
  4. Click Journal
  5. Click the Recurring Gift Schedule
  6. Click the Schedule Information heading on the right side of the page
  7. Ensure that the Process Type is marked as Auto
    1. If it is, the database is already auto-processing this gift
    2. If it is not, select Auto and proceed to the steps listed below
  8. Click Gift Types
  9. Enter the donor's credit card information
  10. Click Save and Go to Journal