Donations: Managing Recurring Donations

Recurring Donations

1. Recurring donations are automatically renewing/charging donations. These can only be created for donations being paid via credit card. For more information on setting up a recurring donation, see the Add Gift tutorial.
2. Recurring donations CANNOT BE EDITED. You cannot change the frequency or amount of a recurring donation (to do so, you need to stop/cancel the recurring donation and enter a new one). You can only view payments, view payment failures, view the amount left to be paid, and manually record receipt of payment for missed/failed charges.
3. Please Note: voiding/cancelling the FIRST transaction of a recurring donation will CLOSE the recurring donation (as the recurring donation needs the details of the first charge to propel subsequent charges) (though the status will still show as active) and you will need to change the status to inactive and then set up a new recurring donation.
4. Users can manage their recurring donations from the Recurring Donations index page by clicking on Fundraising on the Main Menu to open the fundraising sub-menu and then clicking Recurring Gift Profiles at the top of the menu.
   

   

5. The page defaults to showing all active recurring donations arranged in chronological order by date the recurring donation was created.

   

6. Ongoing (no end date) profiles will show the word Ongoing in the remaining installments field.

   

7. For active recurring donations, you can View All Payments (made as part of that recurring donation), Change Card to update the credit card being charged for that recurring donation, or Deactivate the recurring donation to close it and move it to the inactive tab.

   

8. To search for a particular donor or recurring donation, click on the Filter button and then enter a donor name and/or a date of next payment in the filter fields. You can also opt to search for active or failed profiles.

   

    

   

9. To see Inactive recurring donations, click on the Inactive tab. You can View All Payments (made as part of that recurring donation). No edits or changes can be made to an inactive recurring donation.

   

   

10. To search for a particular donor or recurring donation on the Inactive donations tab, click on the Filter button and then enter a donor name and/or a date of next payment in the filter fields. You can also opt to search for active or failed profiles.

    

11. Whenever a scheduled payment for a recurring donation fails (because the credit card on file is unable to be charged for whatever reason), then the words Payment Failure will appear on the record.

    

12. Clicking the red View button will bring up a pop up box that shows the reason for the payment failure.

    

13. For payment failures, the system will attempt to charge the credit card on file 3 times (3 days in a row) in case the payment failure was due to a temporary issue. You will see the number of attempts remaining on the payment failure details box.

    

14. The user has the option to manually process the payment using another form of payment or to send an invoice to the donor by selecting from the drop down menu to the right of the donation.

    

15. After three failed attempts to charge the card, the recurring donation will automatically be inactivated and moved to the Inactive tab. No further attempts to charge the card on file will be made and no edits can be made to the recurring donation after this. Should you obtain an updated credit card for the donor, you would need to create a new recurring donation in order to collect the rest of the payments owed.
16. Recurring donation information can also be accessed from the contact's record. While in View Contact, scroll down to the Recurring Donations module.

    

17. From here, you can View all payments or Update the Card on file for active donations and View all payments for inactive donations.

    

18. You can also inactivate an active recurring donation by clicking the green check mark. This will close a recurring donation, making it inactive. No further payments can be received for an inactive donation nor can an inactive donation be edited or re-activated.