Recurring Transactions

Easily enter and manage recurring transactions in Kindful, with the power to track them automatically or manually, easily use stored payment methods saved in your connected gateway account, set the recurrence to automatically cancel, and run detailed reports on these transactions.


Overview

This article explains how to enter recurring transactions into Kindful and set an end date/automatic cancellation.

Linked Articles:

- Online Fundraising Tools

- Recurring Transaction Receipts

- VIDEO: Recurring Transactions


How to Enter a Recurring Transaction

You can enter a Recurring Transaction from the green + Add New button in the upper left-hand corner of your Kindful account.

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Once you select Recurring Transaction, the screen will look familiar, albeit with a few new items. You will notice:

  • The ability set the gift frequency
  • Charge the card linked to the contact record or set it to be a manual (offline recurring transaction) option
  • Assign the payment method, if applicable
  • Add the option to have the donor cover the transaction fee if it is an online-processed transaction
  • Set the recurring transaction to automatically cancel after as many transactions as you wish. This example shows "12" assuming the recurrence is set to cancel after 1 year (12 transactions = 12 monthly transactions = 1 year)
  • Expand Advanced options to find things like the Non-Tax Deductible amount (if needed)

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You can also Add a Recurring Transaction from a contact profile by clicking on the Payment Info tab along the top of the profile, and then select the + New Recurring option.

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Automatic vs. Manual Recurring Transactions

You have the option to set up a recurring transaction as either automatic or manual. The option will depend on whether or not the contact has a billing method accessible on their profile.

Automatic Recurring transactions will run on the schedule you choose when creating the recurring transaction, and will automatically charge the selected billing method on the contact profile.

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Manual Recurring Transactions can have any new transactions applied towards them. This is best used in cases when you have a donor who consistently mails you a check each month, so while you are able to rely on it, but you cannot set it up for automatic billing. You do not get the same features like covering transaction fees, automatic cancellation, or (donor) user edit abilities. 

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Automatically Cancel

For Automatic Recurring Transactions, the admin user can select whether or not they want to automatically cancel the recurring transaction after a certain number of successful payments. When editing a recurring transaction, you’ll be able to see the “progress” field that displays how many successful payments have been processed toward this schedule.

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Filtering & Reporting

You can easily filter for and report on recurring donation data on both the Activities page and on the Contacts page. 

From the Activities page you can find:

  • Transactions assigned to a recurring donation
  • Recurring transactions that are set to automatically cancel
  • The contacts with recurring transactions
  • Recurring transactions that are manual
  • Select the date to find all transactions set to run on that day
  • Contacts who have manual recurring transactions that have not been met from previously scheduled occurrences

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When a recurring transaction completes its number of scheduled transactions (using the automatic cancel feature), an activity will be created on the Activities page stating that the contact has canceled their recurring transaction.

From the Contacts page you can find:

  • The contacts with recurring transactions
  • Contacts who have manual recurring transactions that have not been met from previously scheduled occurrences

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You can create a report and export out the following information (of note, this example is from the Activities page):Screen_Shot_2019-05-20_at_2.54.51_PM.png

Recurring Transaction Progress: This column shows the current progress of the recurring transaction schedule.

  • Example 1: If 6 out of 12 of the recurring transactions have been processed, the value in this exported column is “6/12.”
  • Example 2: If 13 recurring transactions have been processed and there is no “auto-cancel” set, the value in this exported column is “13/unlimited.”   

Recurring Transaction Frequency: This column shows the frequency assigned to the recurring schedule, e.g. “Monthly on the 1st.” 


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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