Recurring Donations
Settings for the Recurring Donations section of the Donor Portal
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The Recurring Donations section of the Donor Portal enables supporters to manage their recurring plans with your organization. If no recurring plans exist, this section is hidden by default.
Each recurring plan displays:
- Donation amount
- Next installment date
- Payment method
Selecting a plan opens the settings page, where supporters can view plan details, previous installments, and a Give More button. They can also edit payment details.
Recurring Plan Statuses
On the Donor Portal index page and each recurring plan’s page, there are three potential statuses:
- Active: Recurring plan is actively charging installments.
- Scheduled: Paused by the supporter for 1 to 12 months.
- Retrying: Last installment failed; will retry based on settings.
- Canceled: Supporter or authorized user canceled the plan.
- Failed: is unable to process installments; automatically set by retry settings.
Editing Payment Details
Supporters can select Edit Payment Details to access a modal with settings options. They can adjust:
- Donation amount
- Transaction cost coverage
- Plan frequency
- Charge date
- Payment method
Changes are instantly reflected in the Dashboard.
The available plan frequency options are configured in the Dashboard.
Contact Details
Supporters can view and edit their phone number and mailing address, subject to campaign requirements. Changes apply to the selected recurring donation only.
Donation History
Similar to the Donation History section on the index page, each recurring plan shows a list of previous installments and their statuses.
Cancelling a Recurring Plan
Each recurring plan page includes cancellation options. Details are found in the main Donor Portal documentation under “Recurring Donation Settings.”
For more detailed guidelines and step-by-step assistance, please visit the main Donor Portal documentation.