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How do I view a list of recurring donors?

To view a list of recurrring monthly/quarterly payments:

  1. Click Donations in the left navigation.
  2. Click Recurring Payments.
  3. To narrow your search, use one or more of the following options before clicking the Search button:
    • Choose the Status Type from the drop down list. For example, select Recurring Payments - Active (All) to view a list of all active recurring payments in the system.
    • Enter a full or partial donor ID number.
    • Enter the full or partial card name.
    • Limit the number of donors viewed per page, and click the arrow keys to move from page to page. To view more than 20 listings per page, select 50, 100 or 1,000 in the View drop-down menu and click Search to view a larger listing.

 

View a list of credit cards that are about to expire

Update a recurring payment

Add a recurring donor

Add a recurring payment to an existing donor

Stop & archive a recurring payment

What should I do when I receive an error notification for a recurring donor?

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