First, we'll need to create a query to find the Recurring Gift Schedules that we want to update. The query criteria will vary depending on which schedules you'd like to update, but if you'd like to update all of the Recurring Gift Schedules that have gifts due on a specific date, we'll use the steps listed at How to query for recurring gifts that are due on a specific date to create our query. Once you've created the query, we'll run a mass update to add the Recurring Gift entries:
  1. Click Management
  2. Click Mass Update
  3. Click Create New Scheduled Recurring Gifts
  4. Select the Category and Query that you created to find the Recurring Gift Schedules that are due
  5. Fill in the Scheduled Gift Date (in the event that a schedule is included in your query, but does not have a scheduled gift that matches this date, the database will not update the Recurring Gift Schedule)
  6. If you'd like to mark the Recurring Gifts as Final, mark the Final checkbox
  7. Fill in the Actual Gift Date; for example, if the gifts are due on January 15, but you received payment on January 14, fill in January 14
  8. Fill in the values for any User Defined Fields you'd like to include
  9. Click Next
  10. Preview the list of updated Recurring Gift Schedule
  11. Click Next to process the Mass Update