Duplicate first time recurring gift
When a person sets up a recurring gift for the first time two enters occur. One is more the direction, the other the payment; however, both are listed when we run reports even though only one is a payment. How do we remove the directional recurring gift without damaging the recurring process?
Answers
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Check your report gift type filters. Do not include Recurring Gift, just Recurring gift pay. You will not want to remove the recurring gift record as that is similar to a pledge and you will link each future payment to it.
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In your report filter out recurring gift pay, that is the actual payment.
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depending on what you are reporting, you will want to include one or the other.
Like Pledge and it's Pay-*** gift types, you never want to include both.
So for recurring gift, you never want to include both Recurring Gift (direction) and Recurring Gift Pay-cash (actual gift).
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