NPSP+ Knowledge Base

Recurring Donation Management

Owned by David Fisher (Unlicensed), created
Last updated: 05 Apr 2021
3 min read

To access the Recurring Donation Management panel, view the Recurring Donation you are wanting to adjust and click the Recurring Donation Management button in the top-right corner of the page. 

What’s on this page

 

From the Recurring Donation Management panel, several options are available to change or adjust a Recurring Donation.

 

Change the details of the Recurring Donation (Amount, Frequency)

This action allows the details of the Recurring Donation to be changed. Here you can change the Amount of the donation, the Instalment Period, the Instalment Frequency (this defines the instalment schedule - meaning that if Instalment Period is Monthly and Instalment Frequency is set to 3, the Instalment will be made every 3 months), the Next Payment Date, and the End Date.

 

Update Payment Method

This action allows the option to change the Payment Method of the Recurring Donation. To create a New Payment Method, select the New Payment Method button and enter in the banking details in the required fields.

Select the New Payment Method that was entered and click Confirm to save the changes made.

 

 

Pause the Recurring Donation

This action allows the Recurring Donation to be put on pause for an indefinite period of time or until a specific date. 

Note: if the Recurring Donation is paused until a specific date, a new field will appear that will allow the date to be selected. 

 

You also have the option to select a reason for pausing the Recurring Donation, by clicking on the Status Reason pick list and selecting a reason.

 

Restart the Recurring Donation (following a Pause)

This option restarts the Recurring Donation that is currently paused.

Note: if the option to select Restart the Recurring Donation is unavailable, check if the Recurring Donation is paused.

 

Conclude (Close) the Recurring Donation

This option closes the Recurring Donation. Once selected, no more Recurring Donations will be made by the Contact/Account.

You also have the option to select a reason for closing the Recurring Donation, by clicking on the Status Reason pick list and selecting a reason.

 

Force Sync the details from Stripe to Recurring Donation

This option syncs the details from Stripe to NPSP+. Once selected, details like the schedule of payments and the amount will be shown in the Recurring Donation page.