Automate Manual Recurring Gifts

A recurring gift created in the database view requires manual payment processing. To save time and eliminate the need to manually process payments, you can convert it to an automatic recurring gift in the web view if it's:

Active.
Scheduled to end in the future (or doesn't have an end date).
Scheduled to process monthly, weekly, every two or four weeks, quarterly, every six months, or annually.

Note: To convert a recurring gift that processes monthly, quarterly, or every six months, its schedule must be set to process installments on a specific day. For example, you can convert a gift that processes on the 15th day of every month, but you can't convert a gift that processes on the first Friday of every month.
Scheduled to start on a date that matches its scheduled frequency. For example, if a gift's payments process on the first of every month, its start date must be the first of a month.

Note: Its gift date does not need to match its scheduled frequency, but its start date does.
Paid by credit card or direct debit.

Note: Recurring gifts paid by direct debit must process through Blackbaud Merchant Services. Only U.S. direct debit payments are eligible to convert.
Not set to skip payments today or in the future.
Not set to process an installment on the current date.

Warning: After you convert a recurring gift, automated payments begin with the next scheduled installment. To complete previous installments, process them in the database view before you convert the gift.

Tip: If a recurring gift can't be converted, an alert appears on its record. In the database view, edit the gift to update its record and ensure it meets the stated requirements. For example, you can add an amendment to a gift so that its start date matches its scheduled frequency.

Bulk convert to automated processing

When manual recurring gifts are eligible for conversion, Raiser's Edge NXT can convert them in bulk to automatic payment processing.

Tip: We recommend you review all existing recurring gifts before you convert them to automated processing. Add end dates and update statuses to terminated or completed as necessary.

From Control panel, Settings, select Gift management.
Under Automate manual recurring gifts:
- The first time you run the process, select Get started to identify all the manual recurring gifts in your database.
- For subsequent runs, select Find gifts to identify new manual recurring gifts and gifts that were previously ineligible for conversion.
Select the payment configuration to process its credit card or direct debit payments.

Note: To automate recurring gifts paid by direct debit, you must process payments through Blackbaud Merchant Services.
Select Convert to convert the eligible gifts. When the process is complete, Raiser's Edge NXT displays a notification in your top-level navigation so you can review the results.

Warning: You can’t undo your changes after you select Convert.

Note: Automated payments begin with the next scheduled installment.
Select View results to open a list of the gifts that were identified.
From the converted gift results list, use the filters or sort the columns to view the eligible and converted gifts. For gifts that weren’t converted, use the Reason Not Converted column to identify the problem, then in the database view, edit the gifts as necessary to ensure they meet the conversion requirements. For example, if a gift’s schedule isn’t supported, add an amendment to select a different scheduled frequency.

Tip: If a gift failed to convert for more than one reason, the Reason Not Converted column only displays one reason. Select the gift ID to open the record and view all the reasons.

Note: If you search the list to find gifts that failed to convert for a specific reason, the results include all the gifts that meet the criteria — even if the reason isn’t listed in the Reason Not Converted column.

After you convert a recurring gift, payments are automatically generated based on its payment schedule. For more information, see Recurring Gifts.

Tip: If there are no payment configurations available, an admin should check settings. For more information, see Payment Configuration Troubleshooting.