Setting Future Start Dates for Recurring Plans

Prerequisites

Before creating a recurring donation with a future start date, ensure that your Fundraise Up account has Virtual Terminal enabled.

Creating a Recurring Plan with a Future Start Date

1. Log in to your Fundraise Up account and navigate to the Virtual Terminal.
2. Click the Virtual Terminal button on the Donations or Recurring tab or press “T” on your keyboard to open the Virtual Terminal form.
3. To create a recurring plan with a future start date:
   • Set the donation type to "Recurring."
   • In the "Stating on" field, select the desired future start date for the recurring donation.
4. Complete the remaining fields in the Virtual Terminal form, including the supporter's information, donation amount, and recurring frequency.
5. Review the donation details and click "Make a donation" to submit the recurring plan with the future start date.

For additional information on utilizing the Virtual Terminal please visit our documentation.