You will need the Full Read Contributions permission to view this listing, and Full Write Contributions at the schedule's campuses to edit, delete or cancel a schedule. A recurring gift's campus comes from its designations, never the donor's.
Click Contributions > Schedules in the left-hand navigation menu.
Overview
At the top of the page, the Overview panel summarizes the schedules currently listed:
Schedules - the number of recurring schedules in the list.
People - the number of donors those schedules belong to.
Credit/Debit and ACH - how many of the listed schedules use each payment type.
Expected - the total the listed schedules are expected to bring in for the year shown.
YTD - the amount already processed on the listed schedules so far in the year shown.
Tip: The Overview figures reflect whatever filters are applied to the table below it. Filter the list first by designation, frequency, payment method, or status, and the totals update to cover only the matching schedules. This is a quick way to pull figures for one subset of schedules without exporting the list. If your account has more than one organization, the totals add across organizations until you filter the list to one.
Forecast graph
Below the Overview panel, the Forecast graph shows recurring giving month by month for the current year. Use it to see how your recurring giving has changed and what you can expect in the months ahead, which is helpful when planning your budget.
The graph includes:
Actual bars - the amount already processed on the listed schedules in past months, broken out by payment type (for example, Credit/Debit (Actual)).
Forecast bars - the amount the listed schedules are expected to bring in for upcoming months, based on their amounts and frequencies.
# of People - a line showing how many donors have recurring charges in each month. Its scale is on the right side of the graph.
Hover over a month to see its totals. Click a month to open the Recurring Charges for [Month Year] window, which lists each charge in that month with its Date, Donor, Amount, Designation(s), Status, Payment Type, and Frequency. You can use Filter and Columns in this window to narrow the list. Click a donor's name to open their profile.
Tip: Like the Overview figures, the graph reflects the filters applied to the table below. Filter by designation, frequency, payment method, or status to see the history and forecast for just those schedules.
Schedules listing
A table of recurring schedules appears below the graph. It is ordered by the number of days until the next charge, with the ones coming next appearing first. The listing defaults to showing only active recurring schedules. The following columns are available:
ID - the schedule number. Numbers are assigned sequentially. You can click the ID to edit that schedule.
Status - whether this is an active schedule or not. Only active schedules will be charged. If there is an error running the schedule, a red "error" label appears next to the status. After three consecutive errors, the recurring schedule is cancelled.
Donor - the full name of the person the schedule is for. You can click the name to visit their profile.
Email - the donor's email address.
Phone - the donor's phone number.
Frequency - how often the person is charged under this schedule.
Amount - the total amount to charge.
Designation(s) - a breakdown of all the designations they are giving to. If there are multiple designations, each shows the amount being given.
Ended On - the date the schedule stopped processing payments. This is blank for schedules that are still active.
End Reason - why the schedule ended: a user-defined end date was reached, someone cancelled it manually, or it was cancelled automatically after repeated payment errors. This may be blank for older schedules that ended before this field was added, since historical data could only be backfilled where a reason was available.
Processed - the amount that has been processed.
Payments - the count of payments that have been processed on this schedule. Clicking this number shows all payments processed under the schedule.
Giving Portal - the specific giving portal through which the donor set up the recurring schedule.
Merchant - the payment gateway or merchant account processor used to run transactions for the schedule.
Next Transaction - the date of the next charge, as well as how many days until then.
Ends On - the date the schedule is set to stop, if an end date was chosen.
Payment Method - the payment type and account details used to process charges (for example, ACH, Visa, or MasterCard).
Created On - who created the recurring schedule and when.
The following actions are available from the 3-dots menu at the front of each row:
Edit - opens a pop up where you can change the details of the recurring schedule, such as payment method, funds, amount, and frequency. You must have the Full Write Contributions permission to perform this action.
Delete - shows when the schedule hasn't processed any payments yet. This immediately deletes the recurring schedule from the system after a confirmation message. You must have the Full Write Contributions permission to perform this action.
Cancel - shows after at least one payment has processed for the schedule. This immediately stops the recurring schedule from processing any more payments after a confirmation message. You must have the Full Write Contributions permission to perform this action.