duplicate and recurring donations
Would be great if we could duplicate donations the way you can duplicate/copy vouchers.
We have some donors that give the same amount every time (but not recurring).
It would also be good to have the ability to choose the payment method for regular recurring donations that aren't paid by credit card (e.g. through direct deposit or Canada Helps, for instance). We have several monthly donors who don't pay by credit card and we currently have to enter the same information each month.
Anonymous
shared this idea
Donations: Enhanced donations with the ability to copy a donation once you select process. All fields are copied except for payment method, check number and donation date, which will default to today as normal donation form functionality. Donation Advisor is not copied because advisor is not set on a donation during initial entry. If it is an internal donation, the internal donation status will not be copied, instead it will just be a normal donation. Historical is not copied, so historical donations will get copied in as real donations that impact the general ledger.
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Angie Vlasin
commented
Would definitely help if you could add recurring donations that come in thru ACH. We have several.
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Marie Felver
commented
Agreed! Having a recurring donation option without having to pay by credit card would be nice. We have a good number of donors who have monthly bank withdraws. Every month we have to enter the same donation over and over.
Or having a "copy past donation" feature would help as well.