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Flag Donations as Recurring gifts

Learn how you can flag a payment method as a recurring gift.

Cristina Gruita avatar
Written by Cristina Gruita
Updated today

If you have recurring donations it can be useful to be able to identify them in Donorfy as recurring gifts, this can be done by flagging the Payment Method as Recurring Gift.

  1. Navigate to Settings and open the payment methods.

  2. Find (or add) the payment method you would like to flag.

  3. Set Recurring Gift to Yes.

When you add donations with this payment method, either one at a time or by uploading a file, they will be flagged as Recurring Gifts.

  • Transaction lists include a field Is Recurring Gift: this contains either Yes or No. You can use this in filters and display it in the results.

  • There is also a field called Recurring Transaction: this contains Yes if the transaction was generated for a Donorfy recurring payment instruction.

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