Set Up a Product to be Eligible for Recurring Orders

Set up a Product to be Eligible for Recurring Orders with a Saved Payment

Don't do this

Please note we currently don't support a configuration scenario where a product is not eligible for recurring but is marked as Auto-Renewal required.

The recurring schedule configuration is very flexible, allowing you or even constituents to determine how frequent the recurrence is (Ex: monthly, quarterly, yearly) on a per-product basis.

To make a product eligible for Recurring Orders with a Saved Payment in Staff View and Community Hub:

Select Recurring Eligible.
Specify the Recurring Frequency (Ex: monthly, yearly). This is the duration of time between each payment.

Adding More than One Frequency

If you want to associate a product to more than one frequency, add a product frequency record to the Product Frequencies related list, one for each additional frequency. A product linked to multiple frequencies will present all of those frequencies as options during the payment process, but the staff user or constituent must still pick only one frequency.
This is helpful, for example, if you have a donation product: you can link it to a Monthly frequency and a Quarterly frequency. When the constituent sets up a recurring donation in Community Hub, they can choose to donate either monthly or quarterly.

Be sure that Recurring Frequency is always populated before adding additional frequencies via Product Frequencies. In other words, do not leave Recurring Frequency blank and exclusively use the Product Frequencies related list because Nimble AMS first checks Recurring Frequency. If Recurring Frequency is blank, the product is ineligible for Recurring Orders with a Saved Payment, even if Recurring Eligible is selected and there are records in the Product Frequencies related list.

If you want to track all the frequencies using the Product Frequencies related list, you can remove Recurring Frequency from the page layout and exclusively use product frequencies. If Recurring Frequency is blank, the next place Nimble AMS checks is the Product Frequencies related list.
If Recurring Frequency is blank and the Product Frequencies related list is empty, then Nimble AMS doesn't consider the product eligible, even if Recurring Eligible is selected.