Set default schedule for payments
It would be really nice if there were a way to set up default payment schedules. For instance, for all recurring gifts, our organization's payroll is semi-monthly on the 15th and last day of every month. But the default for recurring gifts is monthly, so for every new recurring gift, this needs to be manually edited.
-
Guest
- Feb 11 2013
Related ideas
You already can! Go to Tools. Choose Organize/Create Defaults. Select "Gifts" from the "Create Defaults For" choices on the left side of the window and then click NEW button. Name your default set (e.g. Recurring Staff Gifts.) Highlight GENERAL on the left, and then scroll down to Gift Type and choose RECURRING gift. Now highlight Schedule. Choose BI-WEEKLY from dropdown menu. Choose what day of the week you want (payday I'd assume.) Don't worry about the "starting on" date, as you will have to change this for each new recurring gift you are booking. Save and Close. Now...when you go to enter a new recurring gift, the first thing you do is click on the Load Defaults From button and choose the default set you just created and those defaults will auto-populate. You will need to update that "starting on" date as mentioned and provide a recurring gift amount (obviously) and other fund/appeal data.
It's a good idea - that's probably part of reason why it's already possible. See KB BB181736 - setting default payment schedule for batch. Works so smoothly.