Please Note: The Sage Virtual Terminal has been updated to a newer version that offers new features and functionality of the program. This article refers to the previous version. For instructions on using the new Sage Exchange Virtual Terminal, please visit: New Sage Exchange: Frequently Asked Questions.
How to add a donor to your Recurring transaction list.
Description
How do I add a donor to my recurring transaction list?
Resolution
To set up a recurring donor you will need to run a donor registration report by going to:
- Donate Now > Donors
- Select a date range
- Click on View Donors
- Under 'Options' click on the link 'Recurring' for each of the donors.
You will need to contact the donor and ask the amount they would like to contribute, the type of schedule they would like to be placed on, for how long they would like to contribute or donate indefinitely, and when they want to begin their recurring cycle.
Note: you need to have your recurring groups and schedules set up prior to adding them.
Setting up customers for recurring payments in the Virtual Terminal.
If you have questions or require additional information, please submit a ticket and we will be in touch with you shortly
