Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
- Globally delete the gifts from the first time the batch was committed if necessary - if these are recurring gifts, skip this step.
- Mark the batch as recurring
- Make any necessary changes to the batch
Note: If the batch contains pledge payments, each pledge payment will need to be re-applied to the appropriate pledge. Otherwise, they post with a gift type of cash and are not applied to the pledge.
- Re-commit the batch
- Verify the new gifts appear on the constituents' records
