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
Mouse over the Options icon to the left of the Program
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
Filter for the desired subscriptions to update
Select the recurring donation subscriptions that you want to update
Action: Select the desired action from the drop-down list
Send Email
Send Text Message
Update Program
Cancel Subscriptions