Recurring Schedules

The Recurring Schedules feature in the Online Giving control panel makes it simple to manage future and recurring donations. Whether a donor has scheduled a one-time future gift or set up a recurring donation, administrators can easily view, search, edit, cancel, and report on these schedules. This guide provides a complete breakdown of how to navigate and use the recurring schedules feature efficiently.

Below, you'll find step-by-step instructions for managing recurring donations, searching for scheduled gifts, generating reports, and more.

Key Functions:

• Easily manage recurring donations by signing in as a donor.
• Comprehensive search filters for scheduled gifts, expiring cards, and canceled donations.
• Generate detailed reports on recurring and future donations.

Table of Contents

How to View Recurring/Future Scheduled Donations

1. Login to the control panel.
2. Click Recurring Schedules from the left navigation menu.

How to Search Recurring/Future Scheduled Donations

1. Login to the control panel.
2. Click Recurring Schedules from the left navigation menu.
3. Use any of the following filters to narrow your search:
• Creation Date: Click the calendar icon under the "Created On" table header.
• Last Payment Date: Click the calendar icon under the "Last Payment" table header.
• Next Payment Date: Click the calendar icon under the "Next Payment" table header.
• Amount: Enter the amount into the amount input and press enter.
• Donor Name: Enter the donor's name into the name input and press enter.
• Fund Name: Enter the full fund name into the fund input and press enter.
• Sub-Fund Name: Enter the sub-fund name into the sub-fund input and press enter.
• Frequency: Enter the frequency keyword (e.g., weekly, monthly) into the frequency input and press enter.
• Status: Enter the status (e.g., active, paused) into the status input and press enter.

How to Manage Recurring Donations for a Donor

The easiest method to manage a recurring donation is by signing in as the donor. This can be done from either the Users & Donors section or the Donation Detail Window. Please note that this process is designed for administrators, not donors.

How to Sign-In as Donor from Control Panel Users & Donors Section

1. Login to the control panel.
2. Click Users & Donors from the left navigation menu.
3. Click the search icon to find the donor.
4. Click the gear icon in the donor row and select Sign-In as Donor.

How to Sign-In as Donor from Donation Detail Window

1. Login to the control panel.
2. Click Donations from the left navigation menu.
3. Search for the donation by entering the donor’s name or transaction ID.
4. Click on the donation row to open the donation detail window.
5. Click on the donor’s name and select Sign-In as Donor.

How to Edit Recurring Donations for a Donor

1. Login to the control panel.
2. Sign-in as the donor (see How to Sign-In as Donor).
3. Click Your Account in the top-right corner and select Recurring Donations.
4. Find the donation you wish to edit and click Edit.
5. Modify the information as needed, then click the Update button to save your changes.

How to Cancel Recurring Donations for a Donor

To cancel a recurring donation, administrators can sign in as the donor and follow these steps:

1. Login to the control panel.
2. Sign-in as the donor (see How to Sign-In as Donor).
3. Click Your Account in the top-right corner and select Recurring Donations.
4. Find the donation you wish to cancel and click Edit.
5. Click the Cancel button and confirm to finalize the cancellation.

How to Generate Recurring/Future Scheduled Reports

1. Login to the control panel.
2. Click Recurring Schedules from the left navigation menu.
3. Use the search filters as needed (see How to Search Recurring Donations for more details).
4. Click the View Report button to generate the report.

How to View Cancelled Recurring/Future Schedules

1. Login to the control panel.
2. Click Recurring Schedules from the left navigation menu.
3. Click the Additional Filters button at the top-right of the page.
4. Select Cancelled Recurring from the dropdown menu.
5. Optionally, apply further filters (see How to Search Recurring Donations).

How to View Scheduled Donations with Expiring Cards

1. Login to the control panel.
2. Click Recurring Schedules from the left navigation menu.
3. Click the Additional Filters button at the top-right of the page.
4. Select Expiring Card Donations from the dropdown menu.
5. Optionally, apply further search filters as needed (see How to Search Recurring Donations).

FAQs

Q: Can I edit a donation schedule without signing in as the donor?
A: No, to manage recurring donations, you need to sign in as the donor through the control panel.

Q: What happens if a donor’s payment card is about to expire?
A: You can view scheduled donations with expiring cards and take action to update the donor’s information.

Q: How do I cancel a future scheduled donation?
A: Follow the steps to sign in as the donor, then edit and cancel the desired recurring donation schedule.

Q: Can I generate reports for specific recurring donation statuses?
A: Yes, you can filter by various statuses such as "Active," "Paused," or "Cancelled" before generating a report.