Manage Recurring Donation Subscriptions

The Manage Recurring Donations page is found under People >> Donors and will allow you to view all recurring donation subscriptions regardless of the current status.  

Filter Recurring Donation Subscriptions 

The Manage Recurring Donations Page allows you to filter for specific recurring donation subscriptions based on the following filtering options:  

Filter Options 

• Amount: Enter a “From” (minimum) and/or “To” (maximum) donation amount 
  • Entering a “From” amount only enables you to search for donations greater than or equal to that amount  
  • Entering a “To” amount only enables you to search for donations less than or equal to that amount  
  • Entering both a “From” and “To” amount enables you to search for donations between the two amounts  
• Date Created: Enter a “From” (minimum) and/or “To” (maximum) subscription date
  • Entering a “From” date only enables you to search for subscriptions created on or after that date  
  • Entering a “To” date only enables you to search for subscriptions created on or before that date  
  • Entering both a “From” and “To” date enables you to search for subscriptions created between the two dates  

• Donation Programs: Select the programs you would like to include. They are grouped by active and inactive, use the plus signs to expand those sections if needed.  
• Service: You can select the payment service that was used to create the subscription, either Stripe or PayPal 
• Status: Select the status of subscriptions that you would like to view 
  • Select one, multiple or none to include all statuses 

Select [Search] to see a list of recurring donation subscriptions that match your chosen criteria.  

Edit Recurring Donation Subscription 

From the Manage Recurring Donations page you can edit individual subscriptions or apply change to multiple subscriptions in bulk.  

Warning: Editing the Donation Program here on the subscription will cause future recurring donations to be attributed to the new program selected. This will not impact recurring donations that have already been processed. 

To change the program that past recurring donations are attributed to please edit the donation entry on the Manage Donation page. 

Edit One Recurring Donation Subscription 

1. Mouse over the Options icon to the left of the Program  
2. Select one of the following options 

• View Details 
• Edit  
  • Editable fields include Name for Receipt, Program and comments 
• Resume
• Pause Subscription 
• Cancel Subscription 
• Send Email 
• Send Mobile Email 
• Send Text Message 

Bulk Update Multiple Donation Subscriptions 

1. Filter for the desired subscriptions to update 
2. Select the recurring donation subscriptions that you want to update 
3. Action: Select the desired action from the drop-down list 

• Send Email 
• Send Text Message 
• Update Program 
• Cancel Subscriptions