Recurring Payments
The Recurring Payments page is where you can view all of the recurring giving profiles set up by your customers. Whether someone gives weekly, monthly, or on a custom schedule, this is the spot to track it all!
What You Can Do Here:
Monitor Recurring Profiles: You’ll see a list of recurring payments along with helpful info like:
Status (Active, Failed, or Paused)
Last Run Date
Last Run Status
Customer Name
Amount and Payment Method (ACH or Credit)
Last 4 digits of the account used
Search or Filter: Use the search bar to find specific donors by name or amount, and filter by time frame or transaction type to narrow things down fast.
Export the List: Need to review offline? Just click the Export button to download your recurring payments into spreadsheet format.
This page is especially helpful for identifying failed payments, so you can proactively reach out to the donor and ensure their recurring gift continues smoothly!