Manually Create Schedule Gifts from Recurring Templates

Manually Create Schedule Gifts from Recurring Templates (How To)

The following steps manually instigate the process Theatre Manager uses to create gifts/donations for recurring donations scheduled to generate on the date that the process is run.

Open the recurring templates list
  • Go to Setup >> System Tables >> Recurring Donations Templates
Open the Recurring List Window

Start to manual scheduling process
Recurring Button

Confirm your choice
  • A confirmation window will open confirming the request to create gifts from the recurring donations
  • Click Create Gifts to proceed
Schedule Gifts Confirmation Popup

Close the completion window
  • A completion message will appear listing any errors
    • If desired, take a screenshot of this popup to do further research into the errors
  • Click Deposit to finalize the scheduling of the next recurring donations
Scheduled Gifts Completion Notice