There are two different methods of payment for auto-process recurring gift schedules: credit card or direct debit. We will address how to use direct debit, voided check, or electronic funds transfer (EFT) for an auto-process Recurring Gift Schedule.
1. Navigate to the constituent record 2. Click Journal 3. Click Add 4. Mark the checkbox for Recurring gift Schedule 5. Add Installment amount 6. Choose a Fund, Campaign and Approach (last two are optional) 7. In the Schedule Information on the right mark the button for Auto 8. In the First Installment Date field enter the date desired for the first installment. This must be at least one week from the current date. 9. Choose a frequency. The number in parenthesis indicates the number of installments per year, not the total number of installments. 10. Click Gift types 11. Choose Electronic Funds Transfer (EFT) 12. Choose Account type 13. Enter the routing number, account number, and bank name 14. Click Save And at the bottom