Admin Help Center
Admin Help Center
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How to manage a recurring donation

As a site admin, you can update a donor's recurring donation for them: change the amount, frequency or payment day, update the card, skip a payment, or pause, resume or cancel the plan.

Before you start

  • You need Admin access with permission to manage recurring donations.

  • You can't set an amount lower than the minimum in Admin › General settings.

How to change a recurring donation

  1. Open the Recurring donations report (Admin › Reports › Recurring donations).

  2. Find the plan by searching or filtering.

  3. Click the three-dot menu on the plan's row, then choose:

    • Edit subscription: change the amount, frequency or payment day.

    • Change payment method: update the card.

    • Skip next payment: keep the plan but skip the next scheduled payment.

    • Pause or Resume: stop payments until the plan is resumed.

    • Cancel subscription: end the plan. A cancelled plan can't be resumed; the donor would need to start a new one.

  4. Confirm your change.

You can also click View to open a plan's details (amount, frequency, fundraiser, first and next payment dates, failed attempts, links to each payment, card type and last four digits) and use the same menu there.

Set your retry settings

When a scheduled payment fails, CrowdChange tries the card again on the schedule you set.

  1. In the Recurring donations report, click Retry settings.

  2. Set up to five retry attempts and when each one happens.

  3. If you want donors to be told when an attempt fails, turn on Notify donor via e-mail if the attempt fails. You can customize that email in Automated Email Templates.

  4. Save your settings.

While retries are in progress, the plan shows Retrying. If every retry fails, the plan is set to Failed and no more payments are attempted. A failed plan isn't cancelled: like a paused plan, you can resume it, for example after the donor's card is updated.

Tips

  • Donors can pause, resume and update their own recurring donations from their profile.

  • Some payment processors update renewed cards automatically. Ask your Partner Success representative whether this is on for your account.