You can add scheduled or extra payments to a recurring donation. You can also change the fund, campaign, appeal, and payment method for future payments.
Add Recurring Donation Payments
To add a recurring donation payment:
Go to the constituent's account.
Click the down arrow and New Donation.
Select the recurring donation and click Create Recurring Donation Payment.
Select how to apply the payment:
Apply to scheduled payment: Applies the payment to the next scheduled payment.
Add as an extra payment: Adds a payment, but does not change the next scheduled payment. Select this option to make a donation before the recurring donation schedule starts.
Click Create.
To change the payment method, select a Method:
Saved Payment: Select a saved card, EFT (bank account), or digital wallet.
Cash
Check
Credit Card: Add a new credit card
EFT: Add a new checking or savings account
In Kind: Select for gifts of goods or services rather than money
Apple Pay, Google Pay, PayPal, or Venmo: Select one of these digital wallets to record payments processed outside of Bloomerang CRM
In the Acknowledgements section:
Select whether to send an acknowledgement right after you save this donation. Read more about this.
Important: If you use Journey Automation to automate email acknowledgements for recurring donations, do not select to send an acknowledgement now.To attach a previous acknowledgement interaction to this donation, click the plus sign +. You can repeat this step to attach more acknowledgement interactions. Read more about this.
(Optional) If you enabled online payment confirmation receipts, you can select an email for this transaction other than the default email. In the Online Payment Confirmation section, select which Email to send. Emails with a Receipt or Acknowledgement purpose appear.
In the Attachments section, add attachments as needed.
If any transaction custom fields apply, enter that information.
Click Save.
The payment is added to the recurring donation schedule.
Note: Tributes are inherited from the schedule.
Edit Recurring Donation Payments
Payments have the same Fund, Campaign, and Appeal as the schedule at the time the payments are processed. You can change the Fund, Campaign, and Appeal on individual payments without affecting the schedule or other payments.
To edit the fund, campaign, or appeal for a recurring donation payment:
Go to the constituent's timeline.
Click the payment to open it.
Edit the Fund, Campaign, or Appeal.
Click Save.
To edit the date or payment method for a credit card, EFT, or digital wallet payment processed in Bloomerang CRM, you must first unlink the payment from the transaction processor. Read about how to unlink transactions.