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Manage Recurring Donations in iATS Print Article


We support recurring donations through our merchant processor partner, iATS. This allows you to automatically charge someone a donation every week, month, quarter, or year. To take advantage of this functionality, please follow the steps outlined below. 

HOW TO... 

Log into iATS's website at using your iATS client code and password.

Navigate to Virtual Terminal > Customer Database and click the Add a New Customer button.

Enter the donor's contact information: 

Field Notes
Customer Code Leave blank to have iATS create a unique code for the donor or enter your own, ex. Smith123.
Company Name Optional
First Name Required; Limited to 100 characters
Last Name Required; Limited to 100 characters
Address, City, State, Zip, Country Optional
Full Name


Phone, Mobile, Email, Fax





Toggle the Recurring Payment Settings to ON and enter the recurring donation schedule details:

Field Notes
Amount Required
Recurring Schedule Required; Options: Monthly, Weekly, Quarterly, Annually
Schedule Day* Required; What day you want to charge the supporter
Begin Date Required
End Date Required

 *If the recurring donation is weekly, you'll be prompted to enter the day of the week (ex. Sunday) to charge the donor. If the recurring donation is monthly, enter the day of the month (ex. the 1st) to charge the donor. Quarterly and Annual donations will charge the donor on the Begin Date.


Enter the donor's payment information:

Field Notes
Payment Type Credit Card or ACHEFT
Card Type Required; Visa, Mastercard, Discover, or American Express
Expiry Date Required; mm/yy
Secondary Account fields Cannot be used
End Date Required


Click the Create button. To add another recurring donation, click the New Customer button and repeat steps 1-6.  

Once you have created a donor ("customer") record with a recurring donation, you can edit their contact information, payment information, or schedule as needed. To disable a recurring donation, toggle the Recurring Payment Settings to OFF.

NOTE: Recurring donations processed via iATS will NOT be displayed in your Planner site. Remember to check iATS journal reports if you need to include recurring donations in your proceeds reporting.



If you need assistance adding, editing, or stopping a recurring donation, the iATS Customer Care Team can be contacted for help via the methods below.


     Phone: 1-888-955-5455 / 1-866-300-4287, option 1

     Hours: Monday through Friday, 7:30 AM - 4:30 PM PST


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