PSG Forms - Form Properties: How to allow recurring / scheduled payments in a form

How to allow recurring / scheduled payments in a form

  1. When editing a form, go to the bottom left corner and select Form Properties:Form_Properties_2.png
  2. Then in the General Info section select: "Enable member portal" and "Enable recurring payments":
    Form_-_Enable_recurring_payments.png
  3. Then the rest is up to the member filling out the form:

    A. When filling out the form, if they have not already logged in on the form, then when they click the option for "make this payment recurring", it will prompt them to Login:
    Forms_-_Make_this_paymeny_recurring.png
    → Forms_-_Login.png

    B. They will then be able to choose how frequently they give, how many payments they want the amount spread out over (it must be at least 2 payments), and what date they wish to schedule this recurring donation to start on:Forms_-_Recurring_Payment_Details.png

 

Related Articles

How to use the Calculated Payment fields

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.