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Pledges with recurring donations are pledges where a donation is automatically generated according to a pre-defined schedule. This can be configured mostly in the Payments section of the pledge record itself, however, there are other considerations to be aware of that may cause donations to not automatically be created.
The Payments section of a pledge record. Setting the fields in this section are all you need to do in the pledge record to facilitate recurring donations.
If your pledge record is set up correctly, there is only one other factor that may be contributing to donations not being generated; the scheduled job not being enabled. To enable this job, perform the following steps:
- From the System homepage, click on the Scheduled Jobs link in the System > System Configuration section.
- Click on the Create Recurring Donations scheduled job and, on the General tab, ensure the Enabled field is toggled to YES.
- you must have the Sys_Admin1 security role to adjust this toggle
- If you adjusted the Enabled toggle, click Update.