Use recurring payments to record a contact’s commitment to give regularly — for example, a standing order or a direct debit mandate. Recurring payment records are separate from individual payment records; they represent the arrangement, not each individual transaction.

You need the Relationships permission to add recurring payments.

Add a recurring payment

  1. Open the contact’s profile.
  2. On the identity card, click Set up recurring payment.
  3. Complete the form:
Field Required Notes
Amount Yes The recurring gift amount per period
Frequency interval Yes A number (e.g. 1) — combined with the frequency unit
Frequency unit Yes Days, Weeks, Months, or Years
Collection day rule Yes Choose Day of month (e.g. the 1st) or Day of week (e.g. Monday)
Collection day Yes The specific day within the chosen rule
Start date Yes When the first collection is due
Payment method Yes Select from your organisation’s configured payment methods
Bank account Yes Select which bank account the funds will be collected into
  1. Click Save. The recurring payment appears in the Recurring payments section of the contact’s profile.

View existing recurring payments

Recurring payments are listed on the contact’s profile under Recurring payments. Each entry shows the amount, frequency, payment method, and start date.