Recurring Donor Management

The Recurring Donor Management Dashboard is where you can view and manage recurring donor information and transactions. It also acts as a manual gateway for adding recurring donations. To access it, go to Activity Management.

This will automatically take you to a list of all of your currently Active Recurring donors. Click on any of the other buttons (View Canceled, Failed Payments, View All, and View Upcoming) to see those specific categories.

You can fully manage each your supporters transactions, including viewing and downloading payment history, resending receipts, refunding transactions, and sending a message. You can also resend the donor confirmation link, edit payment information, and cancel recurring donations from the Recurring Donor Management Dashboard.