Recurring Payments
Navigation: From the left-hand menu, click Recurring Payments.
The Recurring Payments page is where you can view and manage all recurring giving profiles set up by your donors. Whether someone gives weekly, monthly, or on a custom schedule, this report gives you a clear snapshot of how recurring gifts are performing.
At the top of the page, you’ll see summary boxes showing how many recurring payments are Active, Successful, Failed, or Paused, making it easy to quickly identify anything that may need attention.
What You’ll See
A list of all recurring payment profiles along with helpful details such as:
Status (Active, Failed, or Paused)
Last Run Date – the most recent time the payment attempted to process
Last Run Status – whether the last attempt was successful or failed
Donor Name
Memo (if one was added)
Amount
Payment Type (ACH or Credit Card)
Account Last 4 – the last four digits of the payment method used
Search, Filters, and Exporting
You can use the search bar to find recurring payments by donor name or amount, and apply filters to narrow results by status or time frame.
If you need to review or share this information outside the platform, click the Export button to download the recurring payments list as a spreadsheet.
This report is especially helpful for catching failed recurring gifts early so you can follow up with donors and help ensure their giving continues smoothly.