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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

  • All recurring payments are shown in the Recurring Payments page (Giving > Recurring Payments). From here you can get to just recurring payments from a membership subscription by clicking "Membership Subscription" or your recurring donations from a a donation page under "Schedules"

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  • 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  • If a recurring payment has issues, e.g. the donor's credit card is declined or has changed and no longer valid, then the payment row will be shown in red font color.

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  • Note that each of these pages only display the currently active recurring payments. Once a payment is cancelled, it can be accessed via the canceled tab. 

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  • Beside each recurring payment, there is a three dot menu that you can click on to perform various actions:

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    • View Payment History: Click this option to view the past charges against this payment plan.
    • Update Amount: Change the amount being charged each time.
    • Update Payment Date: Change the recurring date of the charges.
    • Set Fund: Choose a fund that this payment should be applied to.
    • Charge Card on File: Use this option to immediately charge the preauthorized card for the next payment due. This is typically not needed — the system automatically processes all due payments nightly.
    • Update Card on File: As the admin, you can manually update the card for a donor.
    • Email Donor to Update Card: Send an email to the donor to update their own card for this recurring gift.
    • Cancel Future Payments: Donors can cancel their own payment by following the link they were sent when they first signed up for recurring payments. 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?  

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.