Because the lifespan of a recurring donation pledge is likely to extend past the active use of the event site it originated on, recurring donations are managed from a central location on your Manager/Account page.
The Manager/Account page requires Account Manager status to access, but all Chairs of event sites will be granted access to the Manage Recurring Donations section of the account page from the event site.
To access the donation management screens:
Account Managers can access from Account Page
Event Chairs can access from the Orders page or individual orders on event site:
Access from event site buttons or links will be limited to the recurring donations created on the same event site. To view and manage recurring donations originating on other event sites requires Account Managers to sign in to Account page and/or Event Chairs to access via the desired event site.
To Manage Recurring Donations:
The Summary page provides an overview of the status and progress of all recurring donations and can be filtered to show donations by person, event, or fund.
Click on the Action button to
- Manage Transactions (pause or cancel billing, issue refunds, retry failed transactions)
- Edit Account (Donor's contact or credit card information, pledge details)
- Issue a receipt.
Manage Transactions:
Edit Account/Card
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