Managing Recurring Schedules

Recurring donations allow donors to give automatically on a scheduled basis, such as weekly or monthly. In iDonate, you can view and manage recurring donation schedules from a central location, making it easy to support donors and maintain accurate records.

What is a Recurring Schedule?

A recurring donation schedule defines how often and how much a donor gives over time. Each schedule contains:

• Donation amount
• Frequency of the gift
• Expiration date
• Payment method used
• Status of the recurring donation

Each individual charge generated by the schedule appears as its own donation record.

Managing a Schedule

1. Navigate to Reporting > Recurrings.
2. Locate the recurring schedule and click its corresponding table row.
3. On the schedule detail page you can edit:
   1. Next Payment Date
   2. Frequency
   3. Expiration Date
   4. Designation(s)
   5. Donor Pays Fees
4. Additional details can be altered via the Actions menu:
   1. Cancel Schedule: Cancel a schedule on behalf of a donor.
   2. Request Donor Update: Sends an email to the donor asking them to review and update their information.
   3. Update Billing Address: Allows you to update the donor's address.
   4. Update Details:
      1. Hide Name from Public Display: Makes a donation anonymous.
      2. Show Name to Fundraiser: Shows the donor name on P2P channels.
5. Click Save.