Gift Entry: Recurring Gifts

[barbarachristensen]

Docs:

Script: https://docs.google.com/document/d/1y2RFrk_sozvdfCDu8ZFU1_h87VTVDyOItQf6LQzLJ6c/edit?usp=sharing

[barbarachristensen]

@melissabarber question when you have a moment-- I can't seem to find any docs on this newly released feature in NPSP docs. Maybe it's in the works? Thanks!

[melissabarber]

@barbarachristensen It's because the documentation is kind of buried in the existing Gift Entry docs.

• The Configure Gift Entry article now includes the permissions users need to enter RDs via GE.
• The Create and Edit Gift Entry Batches article now includes a step to allow RDs to be entered in a batch.
• Down in the Enter a Collection of Gifts section of Enter Gifts in Gift Entry, there's now a step to make a donation recurring.

Note: entering RDs in GE can only be done when entering a batch of gifts. If you want to enter a single RD, go directly to the RD object.