- Open the batch created when the Online Express membership transaction is downloaded and
- Click into the row with the related gift with the pay method Direct Debit and change the gift type to Recurring gift
- While still in that row select Gift > Instalment Information and change the recurring gift schedule as required. For example, if an annual recurring gift to be collected on the 1st October every year then change the Frequency from Monthly to Annually; change "On" to October 1 and change "Starting on" to 1st October then click Preview to ensure 1st transaction is correct
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