Recurring Payments

There are several ways in which a donor may enroll in recurring payments for your organization. They may choose to provide a recurring donation on a particular fundraiser if you have enabled it, or opt in on your Always On page, or they may choose a membership plan which results in a recurring payment plan.

Recurring Payments Page

• Regardless of the origin, all recurring payments are shown in the Recurring Payments page (Giving > Recurring Payments).

• On this page, you can see each recurring payment agreement, as well as the last charged date, next expected charge date, the contact information and an indication of whether the current payment status has issues or not.
• If a recurring payment has issues, e.g. the donor's credit card is declined or has changed and no longer valid, then the payment row will be shown in red font color.

• Note that this page only displays currently active recurring payments. Once a payment is cancelled, it can be accessed via the canceled tab. 

• On this page, you can do a number of additional actions:
  • Process Past Due Payments: Automatically charge all cards that are currently past due. This should not be necessary since all recurring payments are processed daily by the system and any past due items are charged when the due date arrives periodically.
  • View Payment History: (Three dot symbol->View Payment History): Click this option to view the past charges against this payment plan.

• Charge Card on File: (Three Dot symbol->Charge Card on File): You can charge the preauthorized card with the next payment that's due. Like the charging option above, this should not be necessary as the system will automatically process all payments due on a nightly basis.

• Update Payment Details: Additionally you can update the card on file, payment date, and the amount they will be charged. These can all be accessed by clicking on the Three Dot Symbol on the right side of the payment. 

Cancel Payment

• If the donor decides to cancel their recurring payment agreement, they can do so by following the link they were sent when they first signed up for recurring payments. This email confirmation is originally sent by the payment processor when the donor first signs up. On this email they can click to update their payment preferences link.
• If they can't locate the email, the donor may reach out to the organization to cancel their payments. In this case, you can go to the Recurring Payments page, locate the donor and choose the appropriate action button on the row to Cancel Recurring Payment. Refer to article How do I cancel a recurring payment?  

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

Let's go do some good.