This post was last updated on September 20th, 2022 at 11:28 am.
Did you know that you can create a batch of recurring transactions? After a recent focus meeting, we’ve discovered that many organizations using IconCMO are unaware of how to duplicate batches.
It’s a handy tool that can save you a lot of time. Here’s how it works:
Once the duplicate icon is clicked a sub-screen comes up like the one below.
Once you fill in the default given date and the batch name, you will see the duplicated batch like this.
Worldline & Vanco Online Giving Import:
IconCMO can auto-import EFT donations from both Wordline and Vanco. If you’re interested in setting up an integration please contact our support staff for additional information and import instructions.
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photo credit: 401kcalculator.org