Recurring payments record an arrangement to give regularly. They are separate from the individual payments received. Saving an arrangement does not authorise a new Direct Debit mandate or prove money has arrived.
Creating one requires relationships:write:fundraisingactivities and access to the associated records. Reading fundraising/payment information requires the corresponding read permission.
Add an arrangement
- Open the contact’s profile and choose Set up recurring payment.
- Enter Amount per instalment and its currency.
- Set Every to an interval of at least 1 and choose Period: Week(s), Month(s), or Year(s). For example, 2 weeks means fortnightly. Days is not an available period.
- Choose the Collection day rule and complete its day values using the table below.
- Optionally set Start date, Payment method, and Bank account. The method and account lists use your workspace’s active configuration; the form can prefill previously used choices, so check them.
- If this arrangement already has a provider mandate or subscription, complete the provider link below. Optionally link an organisation or resource.
- Choose Set up recurring payment. Allow time for it to appear in the contact activity timeline.
Choose a collection rule
| Rule | What to enter |
|---|---|
| Day of month | Day 1–28 |
| Day of month (skip weekends) | Day 1–28; move a weekend collection to the following working day |
| By working day number | Working-day number 1–23 |
| Day of week | Monday through Sunday |
| Annual date | Month 1–12 and day 1–28; offered only when Period is Year(s) |
Changing the rule resets its day inputs. Changing from Year(s) while Annual date is selected switches back to Day of month, so review the day again before submitting.
Link an existing provider arrangement
When provider connections are available, choose Provider connection, then enter the provider’s Subscription or mandate reference for this supporter. Both values are needed: the form sends a link only when both are present.
This associates the CRM arrangement with an existing provider record so settlements can be attributed. It does not create or authorise that provider mandate. Arrangements collected manually or by standing order can omit the provider link.
If settlements cannot be attributed, check the selected provider account and mandate reference, then use Reconciliation to investigate exceptions. Do not guess the provider identifier or create a second arrangement simply because projection into the timeline is delayed.