We have quite a few donors that mail a check every month (probably 80% of our checks we receive). It is for the same amount and project(s). Each donor generally sends their check around the same time each month. I am looking for ideas on how to streamline the manual data entry for these "recurring contributions".

We use Drupal for our CMS. iATS for our payment processor.

  1. Is there already a method or extension to do this?
  2. Would this be something I could use a View/ CiviEntity to do? I am not familiar with Entity but if you point me in the right direction, I can probably put something together.
  • could pledges play a part in this for you? – petednz - fuzion Dec 22 '20 at 17:44
  • You can enter the account details from the cheque to set up an automated monthly ACH (with the donor’s permission) – KarinG - Semper IT Dec 22 '20 at 21:15
  • @ petednz that looks like we would need to go into each contact > Pledges tab and enter contribution there. Probably more work than what we now do. – Iowa Boy Dec 22 '20 at 21:19
  • @KarinG we have included a piece with our receipts for a couple months that them giving through ACH will save us time and $. Many in this group of people have told us they are not comfortable with an automatic recurring contribution. They want to mail a check each month. – Iowa Boy Dec 22 '20 at 21:22
  • I have looked at using Batch Entry but we use Line Items. – Iowa Boy Dec 22 '20 at 21:25

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