Configure Recurring Donations

About Recurring Donations

Recurring Donations allows you to track gifts that donors have pledged over a period of time, including monthly, quarterly, yearly, and custom installment schedules.

This feature accommodates both Open-Ended (no end date set) and Fixed-Length (end date set) Recurring Donations.

Recurring Donations primarily uses these objects:

• Recurring Donation (custom object): Used to set the donor, schedule, and amount for the Recurring Donation.
• Opportunity (standard object): Used to track each individual installment for the Recurring Donation.

For continuous installment generation, recurring donation owners must be active users. These owners also own related opportunities. NPSP stops generating new opportunity installments if the owner becomes inactive.

Note Record Types are not fully supported in NPSP Recurring Donations. You can have record types configured, but your users can't select the record types in the Recurring Donations entry form. Instead, NPSP will use the default record type for their profile.

Assign Apex Classes

Give users access to Apex classes so they can work with Recurring Donations.

To ensure that you can access and configure Recurring Donations, verify that user profiles have access to these Apex classes:

• npsp.RD2_ChangeLogController

• npsp.RD2_EnablementDelegate_CTRL

• npsp.RD2_EntryFormController

• npsp.RD2_PauseForm_CTRL

• npsp.RD2_StatusAutomationSettings_CTRL

• npsp.RD2_StatusMappingSettings_CTRL

• npsp.RD2_VisualizeScheduleController

• npsp.UTIL_BatchJobProgress_CTRL

Important You must use the Enhanced Profile User Interface in order to access all available Apex classes.

If you don't have access to these Apex classes, you'll see an error when you click Recurring Donations in NPSP Settings and you won't have access to Recurring Donation page layout custom components.

To assign Apex classes:

1. Go to Setup.

2. In the Quick Find box, enter Profiles, then click Profiles.

3. Click the name of the profile you want to edit.

4. Click Apex Class Access.

5. Click Edit.

6. Add the appropriate apex classes to the Enabled Apex Class list.

7. Save your changes.

Review Recurring Donation Settings

Before you begin using Recurring Donations, you should review, confirm, and optionally edit your Recurring Donations settings. NPSP provides default values, but you can change them at any time.

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Recurring Donations | Recurring Donations.

3. Click Edit.

4. Make changes as necessary, then click Save.

Note If you enable the Recurring Donation Change Log, consider disabling field history tracking for Recurring Donations. Seeing both could confuse your users. However, the change log and field history might track different fields.

Adjust Object Permissions for Recurring Donations

Provide object permissions so users can view, create, and edit recurring donations.

Enable Read, Create, and Edit object-level security settings on your user profiles for these objects:

• Recurring Donations

• Opportunities

Optionally, enable Read access on your user profiles to the Recurring Donation Change Logs object if you wish to use that feature.

Deploy Recurring Donation Lightning Components

Recurring Donations include Lightning record page components that provide details about upcoming installment Opportunities and schedule information. Deploy these components to get the most out of tracking recurring donations in NPSP.

Deploy these components on your Recurring Donation Lightning record pages:

• Recurring Donation Active Schedules

• Recurring Donation Installments

• Recurring Donation Change Log

To deploy the Recurring Donation Lightning components:

1. In Setup, click Object Manager.

2. Click Recurring Donation.

3. Click Lightning Record Pages.

4. Click the label of your org default Lighting record page.

5. Click Edit.

6. Click and drag each Lightning component onto the Lightning record page. We recommend placing the components in a column next to the page details.

7. Save your changes.

Assign Enhanced Recurring Donations Page Layout

Assign the Enhanced Recurring Donations page layout to all user profiles that need access to Recurring Donations.

Learn how in Assign Record Types and Page Layouts in the Enhanced Profile User Interface.

Note If you enable the Recurring Donation Change Log, add the Recurring Donation Change Log related list to the Enhanced Recurring Donations page layout.