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Manage recurring donations

Last Updated: Jun 15, 2018 11:38AM PDT
While you cannot change a donor's recurring donation for security reasons, you can cancel it, update the credit card information or send the supporter a text to update it themselves.


 

Click on Reporting, then select Recurring Donations.


Search for the Donation you want to manage. For more on filtering and viewing Recurring Donations, click here.

The Recurring Donation specific search criteria include the status:
  • Active: A Recurring Donation in good standing
  • Canceled: A recurring donation that has been stopped in it's cycle, either by the donor or by you, the organization, or by the MobileCause Support team.
  • Error: A recurring donation that was not able to process the donation at the scheduled recurring time. This may be caused by such things as an expired card, a credit card over it's limit, etc.
For more information about how and when the recurring donation is processed and what messages are sent, read this article.

Click on the Action menu to choose what you would like to do.



Update Credit Card

When you click on Update Credit Card, it will take you to a screen that has the donor's information already filled out, but where you can enter new credit card information for the recurring donation.

Text to Update

You can send your donor a text with a link where they can update their information themselves. It will show a warning message before you send the text.

The text message will read:
Your credit card ending in 3232 expired. To continue your recurring donation for [Organization Short Name] please update your CC info here [link, like in the Update Credit Card section above]

Cancel Recurring

You can cancel this donor's recurring donation. It will show a warning message before you cancel the recurring donation.

 
 
Note: This is not a refunding process, it only cancels future donations from occurring. This will only stop the "recurring" portion of a donation, meaning, if a donation has already been charged, this process will NOT refund that charge, it only cancels any further donations.

To refund a donation, please follow the procedures as listed in the article: How do I refund a donation?
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