Manage Recurring Giving
=======================

This serves as a management page for a user with the appropriate role(s) to view, add, edit, or delete a donor's recurring giving.

.. admonition:: Donors and Their Recurring Giving

    Any donor with a user account can go to his own record, click the `Giving > Contributions` tab, and then use the `Manage Your Recurring Giving` button to make any changes to his or her recurring giving. If the donor wants to stop his or her giving, after he or she clicks `Manage Your Recurring Giving`, he or she can scroll to `My Recurring Giving` section at the bottom and click the `Cancel` link under the `Actions` column for the gift he or she wants to cancel.

To access the Manage Recurring Giving page, go to `Administration > Manage > Manage Recurring Giving`.

.. important::
    A user must at least have the `Finance` role to view this page.

Add Recurring Giving for a Donor
--------------------------------
If a donor asks you to set up recurring giving for him or her, a user with the `Admin` and `Finance` roles or the `FinanceAdmin` role can follow these steps to delete it on his or her behalf.

Step 1
    Click the green `New Recurring Gift` button at the top of the page.

Step 2
    Fill out the donor and gift information in the `Add Recurring Gift` dialog box, including

    - Giver
    - Amount
    - Payment Method
    - Fund
    - Frequency
    - Start Date
    - End Date

Step 3
    Click the blue `Create` button.

Edit Recurring Giving for a Donor
---------------------------------
If you need to edit a donor's recurring giving, a user with the `Admin` and `Finance` roles or the `FinanceAdmin` role can follow these steps to edit it on his or her behalf.

Step 1
    Click the blue `Pencil Icon` on the row for the donor's gift you want to edit. This will bring up the `Edit Recurring Gift` dialog box.

Step 2
    Make the appropriate changes.

Step 3
    Click the blue `Save` button.

.. note:: 
    To **mass update** the fund for multiple recurring gifts, first use the `Search` box to filter for the gifts you want to update. Then, click the `Update All` button at the top of the page. Select the appropriate fund from the `New Fund` drop down menu. Finally, click the blue `Update` button to save your changes.

Delete Recurring Giving for a Donor
-----------------------------------
If a donor asks you to delete his or her recurring giving, or if a donor has passed away, a user with the `Finance` can follow these steps to delete it on his or her behalf.

Step 1
    Click the red `Trash Can` icon on the row for the donor's gift you want to delete. This will bring up the `Delete` dialog box.

Step 2
    Click the blue `Yes, delete it` button.

Contents of the Manage Recurring Giving Page
--------------------------------------------
The following are the columns/data contained on this page:

-  Search Box
    This allows you to filter the results to match any text you type in the `Search` field. For example, you can type in a person's name to see gifts from a particular donor or type in the name of a fund to see all recurring gifts toward that particular fund. You can even see gifts scheduled to process on a particular date by typing in that date.
-  Name
    Donor's name (This is a link to that person's giving history.)
-  Started
    The date the recurring giving began or will begin.
-  Ending
    The date the recurring gift will end (optional).
-  Next Date
    The date the next contribution will occur. This is dynamic.
-  Amount
    This is the amount of the gift for that fund.
-  Fund
    This is the contribution fund that the gift is associated with.
-  Frequency
    This is the frequency of the donations - Weekly, Bi weekly, Twice monthly, Monthly or Annually.
- Payment Method
    This is the card or bank account used for the recurring gift.
-  Action
    This is where you see the blue `Pencil Icon` and red `Trash Can` icon to edit or delete that recurring gift.

.. note::
    When a recurring gift fails to process, that row will be highlighted in pink. This could be due to several reasons such as insufficient funds, invalid bank account details, or a card issue (expired, declined, stolen, etc.). The donor receives an email notification of the failure.

.. seealso::
    | :doc:`../SearchBuilder/QB-HasManagedGiving`
    | :doc:`OnlineGivingOverview`
    | :doc:`Transactions_Index`
    | :doc:`OnlineGivingNotices`
    | :doc:`GivingTab`

|
|

+--------------------+------------------+
| **Latest Update**  | **11/6/2023**    |
+--------------------+------------------+

Add steps for adding and editing a recurring gift.