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