How to Create Recurring Payments?

To create recurring payments for consistent funding support, follow the below steps.

1. Navigate to Fundraising > Contribution > Recurring Payment.

The Recurring Payment List page is displayed.

2. Click New M360 - Recurring Payment.

The M360 - Recurring Payment form is displayed.

3. Enter or select the values of the fields as required.

Please refer to the following table for field names and their descriptions.

Field	Description
CUSTOM FORM	Preferred options available to customize the Recurring Payment form By default, the M360-Recurring Payment Form is selected.
INACTIVE	Whether to deactivate this recurring payment
INITIAL SALES ORDER	Original sales order that initiated the recurring payment cycle
CUSTOMER	Individual or entity making recurring payments
INITIAL SALES ORDER DATE	Date when the original sales order was created
INITIAL SALES ORDER LINE ID	Line item from the initial sales order related to the recurring payment
ITEM	Netsuite product/service allowed in this recurring payment
AMOUNT	Amount of each recurring payment
RECURRENCE	Frequency at which payments recur
RECUR UNTIL	Date when the recurring payments will stop
IS ACTIVE	Whether to inactivate this recurring payment
LAST RECURRENCE	Most recent date a recurring payment was processed.
NEXT RECURRENCE	Upcoming scheduled date for the next recurring payment
LAST TRANSACTION DATE	Date of the most recent transaction made for this recurring payment
MODULE	Module associated with this recurring payment
MEMO	Note related to this recurring payment
RECORD ID	Unique ID for this recurring payment record
RECORD ID TYPE	Type of record ID

4. Click Save.

The recurring payment is added to the list.

Note: You can update or view the recurring payment details by clicking Edit/ View in the desired row.