Recurring donations are both generous and vital to nonprofits, especially for long-term planning. Knowing it can count on regular donations, a nonprofit can take time and care to build life-changing programs.  

How to view a list of recurring donations

To find a full list of recurring donations:

1. Log in to the User Portal.
2. Select “Recurring Donations” in the left-hand navigation. 
3. Select from four tabs. Each tab displays recurring donations by their “Started” date (newest at the top).
   + Active – recurring donations that will be processed on the “Next charge” date shown on each item
   + Paused – recurring donations that can’t be processed but are reactivated automatically when a nonprofit is back in good standing with federal and/or state authorities
   + Disconnected – details about these recurring donations are unavailable because the nonprofit decoupled the payment processor
   + Canceled – recurring donations that have been discontinued and will not be processed.

Each recurring donation item in any list includes the following:

• the total amount of the recurring payment (this will be $0 for anything listed in the Paused, Disconnected and Canceled tabs)
• the payment method with its expiration date, if relevant (this will be “No payment method” under the Disconnected tab)
• the date the recurring donation was created (“Started”)
• the date the next donation will be processed (“Next charge” under the Active tab) or was halted (“Paused” under the Paused, Disconnected and Canceled tabs)
• a “View History” button that links to a summary of past recurring donations to that organization
• a “Manage” button that opens a dropdown menu with options for changing, adding or deleting payment methods or canceling all donation(s) in a payment (if there is more than one beneficiary nonprofit)
• the name(s) of the beneficiary organization(s) and the amount(s) of the recurring donation(s)
• three dots to the right of each named beneficiary nonprofit with a tool to cancel the recurring donation just to that nonprofit if there is more than one beneficiary in the recurring payment (versus canceling them all together).
  

How to view the history of a recurring payment

1. Log in to the User Portal.
2. Follow the instructions for navigating to a desired recurring donation.
3. Select “View History” of the desired recurring payment to open a full list of completed payments.
4. Choose “View Receipt” of the desired payment to open a receipt for that payment.
5. To learn more about receipts, follow the instructions here.
   

How to edit the payment method for recurring donations

At present, this is only possible with credit/debit, ACH/bank transfer and digital wallet payments processed by Stripe. There is no way to edit the payment method on recurring donations made with PayPal (only cancel it), and no way to switch between payment methods (Stripe and PayPal).

Add a new payment method

Follow the instructions here to add a new payment method.

Change to a different existing payment method

Follow the instructions here to change to a different existing payment method. 

Delete a payment method

Follow the instructions here to delete a saved payment method.

How to cancel a recurring donation

1. Follow the first three steps outlined here.
2. To cancel an entire recurring payment (which may contain one or more donations), identify the payment and click the “Manage” button associated with it. This will only be possible with donations listed in the Active and Paused tabs.
3. Select the “Cancel” option in the dropdown. A popup will ask for confirmation of the desire to cancel the recurring donation. 
4. Click “Cancel Recurring Donation” to proceed, keeping in mind that the request may take a few minutes to process.
5. To cancel one recurring donation that is part of a recurring payment with more than one donation, identify the payment and click the three dots to the right of the selected beneficiary nonprofit. This will only be possible with donations listed in the Active and Paused tabs.
6. Select the “Cancel” option in the dropdown. A popup prompt will ask for confirmation of the desire to cancel the recurring donation. 
7. Click “Cancel Recurring Donation” to proceed, keeping in mind that the request may take a few minutes to process.
8. When a recurring donation is canceled, it is moved to the “Canceled” tab of recurring donations