NPSP Recurring Donation Administration

Learn how to customize Recurring Donation forms, automatic functionality, mapping to Opportunities, how to use the API, and more.

• Add Custom Fields to the Recurring Donation Entry Form
  NPSP provides an entry form for Recurring Donations. Add your custom Recurring Donation fields to the entry form.
• Automate Recurring Donation Status Changes
  Automate Recurring Donation Status changes when donors miss installment payments.
• Automatic Recurring Donations Naming
  NPSP provides an automatic naming convention for Recurring Donations. Learn how to customize it.
• Change the Number of Installments Displayed in the Upcoming Installments Component
  To adjust the number of installments shown in Upcoming Installments, edit the record page and adjust the component settings.
• Import Recurring Donations and Installment Opportunities
  Learn how to bring existing recurring gift data into NPSP.
• Map Custom Recurring Donation Status Values to a State
  When you create custom picklist values for Recurring Donation Status, map them to a State so that NPSP can process records with those custom Status values.
• Map Recurring Donation Fields to Custom Opportunity Fields
  Learn how to map fields from Recurring Donation records to Opportunity records, so that NPSP copies the data to each new installment Opportunity.
• Improve Recurring Donations Batch Processing Speed
  Reduce batch processing time by excluding closed Recurring Donations.
• Recurring Donations Installments API
  Write Apex to query information about Recurring Donation Installments using the Installments API.
• Recurring Donations Pause API
  Write Apex code to pause a Recurring Donation programmatically using the Pause API.
• Recurring Donations Schedules API
  Write Apex to access information about the Recurring Donation Schedule object using the Schedules API.