If you don't find the Contact you're looking for, you'll need to create a new Contact first.

1. Donation Name: This auto-fills based on the Contact name and today's date
2. Amount: Enter the donation amount
3. Stage: Posted
4. Close Date: Today's date
5. Payment Type: Select how the Contact made the donation
6. Check Number & Check Date: If the Contact made the donation with a check, enter those details here
7. Click "Save"

You'll definitely want to fill in some of the information under the Donation Details section! When you're done, click save.

If you don't find the Contact you're looking for, you'll need to create a new Contact first.

1. Donation Information: Fill in any applicable information that's not there yet
2. Credit Card Information: Click the "Process Card" button to swipe the Credit Card.
3. Donation Acknowledgment Options: You have three options for acknowledging this donation - you can choose as many of them as you like and aren't limited to just one.
4. Custom Fields: Fill in any of the custom fields that you need to complete for your organization's best practices.
5. Click "Process Transaction"

1. Frequency: You can set a monthly, quarterly, annually, or semi-annually (i.e. every six months) frequency. PatronManager does not support any other recurring donation frequencies at this time.
2. Optional Start and End Dates: 
   • You can set a start date in the future, and the first payment will not be charged until that date. If you do not set a start date, the first payment will be charged immediately. for instance, for the 28th of the month if today is the 15th.
   • You can set an end date for the last donation to be run.  If end date is left blank, the donation will be charged every month or quarter until the credit card expires.
   • If you set an end date while creating the records, PatronManager will create pending recurring donation records for the specified frequency for the first 12 months between the start date and the end date. If, for whatever reason, the patron decides to discontinue the charge before the end date, you can always cancel a recurring donation and delete its pending donations.
3. Select Card On File: If your organization is using stored payment methods, you can select a card that is already stored to use for the recurring gifts. If you aren't using stored payment methods, or this Contact has no stored payment methods on file, you can create a new one by entering the credit card information.
4. Donation Acknowledgment Options: Select the options you'd like to use to acknowledge the gift today, and select if you'd like automatic emails sent each time a successful donation is run.
5. Custom Fields: Fill in further information that is specific to this donation, such as the Fund this donation should be applied to and the Primary Campaign Source.
6. Click "Process Transaction" to save the record.

The first 12 months' worth of donations will generate as soon as you save the Recurring Donation record, whether you set an End Date or not. If you set an End Date that's less than 12 months away, the expected number of payments up to the end date will be created. 

After the first 12 payments, the system will automatically create any remaining payments as you go until the End Date or until you suspend or cancel the remaining payments on the recurring donation.

1. Donation Name: This autofills based on the Contact's name and today's date
2. Amount: Enter the amount or estimated dollar amount of the donor's gift
3. Stage: Posted
4. Close Date: Today's date
5. Payment Type: Select In-Kind
6. Save your changes