Recurring donations management allows charities to easily manage recurring donations and view all information related to them

You can manage recurring donations on the 'Donations' page under the 'RECURRING DONATIONS' tab.

This article covers the following topics:

Viewing existing recurring donations
​Changing recurring donations date
​Canceling recurring donations
​Downloading receipts

All recurring donations will be shown by default when you access this page. You can apply filters based on your chosen fields.

The recurring donation status will be displayed in the 'Next Transfer' column. Here are the statuses:

Active - The recurring donation is active, and the next debit date will be displayed alongside the green 'Active' tag.

Completed - The recurring donation has reached its final debit and has ended automatically.

Canceled - The recurring donation was canceled in advance before it reached its end.

Additional information is available, including the donor's details, campaign name, and the duration in months.

By clicking

to the right, you can expand the recurring donation line to see more details. This includes the payment method, creation date of the recurring donation, end date, remaining amount for future charges, the total amount charged so far, and the current charge number relative to the total months specified.

To view the details of all charges that have already been made, click

on the right side of the row and select the 'View Donations' option.

This option lets you modify the day of the month when the charge will be applied.

Please be aware! The change will take effect starting the following month and will not apply to the current month when the change was made.

Click

on the right side of the row and choose the 'Change recurring date' option.

Select your desired day and press 'Submit'.

To discontinue the recurring donation, click

on the right side of the line and choose the 'Cancel' option.

To download receipts for all previous donations, click

on the right side of the row and choose the 'View Donations' option.

In the appearing window, you will see all your past donations, and you can download the receipt via the link provided in the 'Receipt' column.