How Recurring Donations Work
Recurring Donations have an initial Donation record with a "Donation Amount - Recurring" and "Recurring Donation Frequency", but the "Donation Amount" field is empty. Then Donation records are created at the frequency specified, with the "Donation Amount" and "Project/Casuse" from the intial Donation record, until the schedule is cancelled or expires.
Donations which are created from a recurring donation schedule, will have the "Created from Recurring Donation" field set to "Yes", which can viewed on the "Donation Details" form.
SAM checks the status of a Recurring Donation schedule to ensure that the Donation Amount has been processed prior to inserting the Donation records.
The Recurring Donations feature uses the ARB (Automated Recurring Billing) functionality of Authorize.NET. You must login to your Authorize.NET account and use their interface to cancel Recurring Donations.
Recurring Donations can only be entered through a Public Form which has the special Recurring Donation option enabled.
Setup Public Forms to accept Recurring Donations
- Open the Form Customizer for the Form
- In the Advanced Options > Really Advanced Options - click on "Edit Payment Configuration"
- The "Form Payment Configuration" page allows you to select "ARB Only" or "Hybrid" as the "Payment Amount Type" "Hybrid (Payment Amount-n-Type Select)" option allows the donor to select from a radio-button list of different donation amounts, where some of them donation options are for recurring and some are for a one time payment. This is a very advanced that we recommend working with Support to configure. For the "ARB Only" option, you only have to select the whether the user enters the Donation Amount into a field or its preset for the form, and the Frequency.