Once you have set up the Recurring Donation feature (please refer to ‘How To Set Up Recurring Donations’ under the Settings chapter of this User Guide), your donors can opt in to become a recurring donor by clicking on the Monthly Recurring donation tier on the donation form.

Your donor can update their credit card or suspend their recurring donation using a secure link provided in their receipts.

Suspend A Recurring Profile

If your donor contacts you requesting to cancel their recurring donation, you can do so for them.

Step 1: Under Manage, select Recurring Profiles from the dropdown menu and click on the profile you wish to suspend.

You can also search by donor name or email address in the search bar.

Step 2: Under Actions, click on Suspend Profile, and Confirm.

Or, select Delete Profile from the dropdown menu in the upper right corner to permanently delete their recurring gift and recurring donor profile. 

After you confirm, they will no longer be billed monthly.

Your donor may also want to update their credit card on file.

Update Information

If your recurring donor wants to update their name, address, recurring donation amount, or the credit card on file, you can send them a secure link to their email which allows them to update their information.

To do this, just select Actions >> Send Auth Link.

If a donor wishes to change the email address for their recurring donation, email us at [email protected].

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