Recurring donations are credit card donations that are automatically paid to your foundation on a recurring schedule. Donors may submit recurring donations via one of your online donation forms or system users can manually enter recurring donations into Salsa CRM directly.
To enter a recurring donation into Salsa CRM directly...
Click the Add Donation button from the toolbar.
The New Donation screen opens.
- Add all required fields, which are the ones at the top of the screen, above the tabs.
- Click the Payment Type drop-down menu, and then select Recurring (not Credit Card).
- Click the Details button. The Recurring Details screen opens.
- The Recurring Amount represents the amount of the transaction that gets paid every time. Enter this amount, then press the Tab key on your keyboard to move to the next field.
- The Frequency represents how often the system should go out and attempt to charge the recurring payment. Set the installment payment Frequency by clicking on the Frequency drop-down and selecting the appropriate period, then press Tab.
- Type the Starting date payments when should begin. Alternately, click the Calendar button, click the date, then click OK.
Assign credit card information to pay the installments when they are due:
Click the New button to assign a new credit card to the recurring payment. Follow the same steps as listed in the Entering a Credit Card Donation article. Upon returning to the recurring details section, you will see the last four digits of the credit card and the Card Type.
If the donor has a credit card on file, you can choose to use an existing card by selecting that card entry from that drop-down menu.
Click the Schedule Payments button. Salsa CRM will generate a schedule of equal installments based on the frequency selected. Installments will be generated until the expiration date of the credit card.
Finish entering the donation as you typically would.
Recurring donation payments are processed automatically at 7 AM in the time zone of your account. Any installments created between midnight and 7 AM will be processed the same day, while installments created after 7 AM will be processed the next day. If you create a new, recurring donation with a same-day first installment date, and you want the first installment to be paid immediately, make sure you click the Make Installment button within the Payment Type section of the donation record. Otherwise, the first payment will be the next day at 7 AM.
Installment payments are assigned to batches automatically, which are labeled 'Auto YYYY.MM', where YYYY corresponds to the current year and MM corresponds to the month in which the transaction was made.
If payments are not being made in a timely fashion, please check Cardpointe for errors relating to the stored credit card. If necessary, check with Salsa Customer Support to get help on recurring donation issues.