Managing Recurring Schedules
View and manage ongoing donor gifts all in one place.
Recurring donations let donors give automatically on a set schedule, such as weekly or monthly. Each schedule has its own details page where you can adjust upcoming charges, cancel on a donor's behalf, and review every payment and change the schedule has recorded.
What Is a Recurring Schedule?
A recurring schedule defines how much and how often a donor gives. Each schedule contains:
- Donation amount
- Frequency
- Expiration date
- Payment method
- Status
Each charge the schedule runs appears as its own donation record. For what each status means, see Recurring Schedule Status Definitions.
Opening a Schedule
- Navigate to Reporting > Recurring Schedules.
- Use search or filters to locate the schedule, then click its row.
Editing a Schedule
Click Edit on a card to change its fields in place, then confirm the change. You can edit:
- Next Payment Date
- Expiration Date
- Anonymous Giving
- Donor Pays Fees
- Campaign
- Contact Information
- Designations
- Payment Method
Address fields suggest matching addresses as you type. To switch the card or bank account that funds the schedule, see Managing Donor Payment Methods.
Canceling a Schedule
Click Cancel Schedule at the top of the page and confirm. The schedule stops and no future charges run.
Other Schedule Actions
Click More > RequestDonor Update to email the donor asking them to review and update their information.
Payment History and Audit History
Two tables at the bottom of the page track the schedule's activity:
- Payment History: Every charge the schedule has run, including failed attempts.
- Audit History: A log of changes to the schedule and each processing attempt, including the error returned when a charge fails.