A recurring donation is an ongoing gift that repeats on a set frequency until stopped. Each plan holds the donor, the amount, the campaign, and a schedule. Every payment taken against the plan records as an installment, so you can see exactly the collected amounts and the due amounts.
Before you start
You need the Recurring permission. Go to Reporting → Recurring to check your access.
Find a recurring plan
Go to Reporting → Recurring.
Search using Search by name, email, or Sub ID.
Open a plan to see its schedule and installments.
If there are none yet, the page shows No recurring record found.
What a recurring plan holds
Group | What it holds |
Reference | Subscription number and status |
Donor and campaign | Who gives, and which campaign it supports |
Amount | The recurring amount and currency |
Schedule | Start date, end date (if set), and frequency |
Installments | Each scheduled payment, its date, and whether it succeeded |
Frequencies and end dates
Recurring plans follow the giving frequency set on the price point, daily, weekly, monthly, or Jummah for Friday giving. See Giving frequencies.
A plan runs to a fixed end date or continues indefinitely until the donor chooses to stop. No-end-date recurring is enabled per campaign in the recurring settings. Donors see clear messaging that the gift continues until they cancel, which suits sustained giving programmes without a fixed end.
Failed payments
If an installment fails, the system records the failure reason against the payment. You can see why the failure occurred, such as an expired or declined card.
Edit a recurring donation
You can modify specific details of an active recurring plan.
Click Edit on the Recurring Donation section to update the Donation Type and Price Point.
Click Change next to Fundraiser Attribution to reassign the donation, then search and select a new campaign or fundraiser.
Edit personal information
Click Edit on the Personal Information section to update donor details. You can update the title, name, email, phone number, employer, mailing list preferences, and full mailing address. These changes apply only to this specific recurring donation, and don't modify the main donor account profile or past transactions.
Cancelling a plan
You can cancel a plan from its record:
Open the plan from Reporting → Recurring.
Click Cancel at the top of the record.
In the Manage Recurring - Cancellation dialog, check the donor, frequency, and total, then click Cancel Subscription to confirm, or Cancel to go back without cancelling.
Good to know
Each installment creates a donation record, so recurring giving appears in your Donations reporting alongside one-off gifts.
Donors are asked to give regularly during checkout: one-off donors see an invitation to become a regular donor.