How do I view a list of recurring donors?
To view a list of recurrring monthly/quarterly payments:
- Click Donations to view the Main Menu of this service
- From the Administration section, click Recurring Payments
- Select the Status Type and click Search.
- For example, select Recurring Payments - Active (All) to view a list of all active recurring payments in the system.
- To view more than 20 listings per page, select 50, 100 or 1,000 in the View drop-down menu and click Search to view a larger listing.
- View a list of credit cards that are about to expire
- Update a recurring payment
- Add a recurring donor
- Add a recurring payment to an existing donor
- Stop & archive a recurring payment
- What should I do when I receive an error notification for a recurring donor?