How to Add a Recurring Payment Template

A recurring payment template is used to generate a new gift or pledge payment record on a regular recurring schedule. For an overview of recurring gifts in Exceed Further, see the Recurring Payments topic.

If you wish to create a Pledge and set up automatic recurring Pledge Payments, please see the Auto Pay Pledges topic.

Note that a donor may create her own recurring payment template from your online form. The following instructions are for the case that you are adding a template from within Exceed Further.

To add a new recurring payment template, do the following:

1. Make sure you have selected the correct Recurring Gift option from Client Defaults, either Authorize.Net, iATS, Stripe or Exceed.
2. Open the Recurring Templates tab of the Recurring Payments Manager tab (in the Gifts Manager).
3. Open the Exceed, Stripe, Authorize.Net, or iATS tab, depending on how you are processing your recurring gifts.
4. Click on Add.
   1. You can also add a template from Quick Gift entry or from the Add button on the Gifts tab of the Bio tab. If you are adding a recurring gift from the regular gift screen, but sure to click on the Recurring Gift button to open the Recurrence Frequency options.
5. Look up the donor name, adding it if you cannot find it already in your names list.
6. Enter all of the information about the gift, including the amount, expected payment method, and any other details you would like to appear in the giving history for this donor. For example, you should include a Reason, Fund, and Campaign code if you generally use those fields for gifts.
   1. WARNING: DO NOT ENTER A CREDIT CARD NUMBER OR ELECTRONIC FUNDS TRANSFER INFORMATION INTO ExceedFurther NOTES OR ANY OTHER FIELD UNLESS YOU ARE USING A PAYMENT PROCESSOR TO PROCESS YOUR RECURRING GIFTS. THEN ONLY ENTER THIS INFORMATION WHEN PROMPTED AT STEP 9 BELOW.
7. In the Recurrence Frequency area, select the date range for this recurring gift.
   1. Note that when using a payment processor, if you make the start date today, the first reoccurrence may not be processed. This is because the gifts may be processed after midnight, and today's date will have passed. It is recommended to make the start date in the future.
8. Select a recurrence pattern: either Weekly or Monthly.
   1. If you select Weekly, select the day of the week.
   2. If you select Monthly, enter the day of the month the transaction should occur, for example the 1st or 15th.
   3. If you are using a payment processor, make the day of the month after today's date to ensure that the first gift is processed this month. Otherwise if the processing takes place after midnight, this week's or month's gifts may be skipped.
9. Click on Save.
10. If you are using a payments processor to process this recurring gift, you are asked to provide the credit card or electronic fund transfer bank information. After you have entered the information, click on Process. The processor verifies that the information you have entered is correct.
    1. If the verification fails and you cannot see what is wrong, you may have to contact the donor for further clarification. Use the X in the upper right corner of the screen to close the verification window.
    2. The gift is not saved unless you can verify the credit card or electronic funds transfer details.
    3. If you need to make changes in the future to a recurring gift processed through iATS or Authorize.Net, make sure you make those changes from ExceedFurther. If you make them on the iATS or Authorize.Net website, the changes are not transferred to ExceedFurther. However, changes made from ExceedFurther are transferred to iATS or Authorize.Net.