Recurring Payments

Donors can enroll in recurring payments for your organization in several ways: by selecting a recurring donation on a specific fundraiser (if enabled), by opting in on your Always On page, or by choosing a membership plan that includes a recurring payment schedule.

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 view each recurring payment agreement along with the following details: last charged date, next expected charge date, donor contact information, and payment status (flagged in red if there are issues).
• If a recurring payment has issues, e.g. the donor's credit card is declined or has changed and no longer valid, then the payment row will be shown in red font color.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: Manually triggers a charge for all cards that are currently past due. Under normal circumstances, this action is not needed — the system automatically processes all recurring payments daily.
  • 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): Use this option to immediately charge the preauthorized card for the next payment due. Like the option above, this is typically not needed — the system automatically processes all due payments nightly.

• 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 the donor cannot locate the email, they can contact your organization to request cancellation. To cancel on their behalf, go to the Recurring Payments page, locate the donor, and select Cancel Recurring Payment from the action menu. Refer to article How do I cancel a recurring payment?  

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