Flagging Donations as Recurring Gifts


If you have recurring gifts it can be useful to be able to identify them in Donorfy as recurring gifts, this can be done by flagging the Payment Method as Recurring Gift.

  • In Settings open the payment methods - then find (or add) the payment method you would like to flag- set 'Recurring Gift' to yes - see screenshot below
  • When you add donations with this payment method - either one at a time or by uploading a file - they will be flagged as Recurring Gifts
  • Transaction lists include a field 'Is Recurring Gift' - which contains either Yes or No - you can use this in filters and display it in the results - nb there is also a field called 'Recurring Transaction' which contains Yes if the transaction was generated for a Donorfy recurring payment instruction 



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