You will need the Full Read Contributions permission to view this listing.
Click on Contributions > Schedules in the left-hand navigation menu.
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.
A table containing all active recurring schedules appears. 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 on 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 will appear 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 on the name to visit their profile.
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 will have the amount being given.
Ended On - the date the schedule stopped processing payments. This is blank for schedules that are still active.
Ended 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 will show 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 time they will be charged as well as how many days until then.
Payment Method - the type of payment method used (e.g. ACH, Visa, MasterCard)
Payment Method – the payment type and specific account details used (e.g., ACH, Visa, MasterCard) to process charges.
Created On – the date and time when the recurring schedule was originally established in the system.
The following actions are available (at the front of each row, by clicking the 3 dots):
Edit - you must have the Full Write Contribution permission to perform this action. This will open a pop up allowing you to change the details of the recurring schedule such as payment method, funds, amount, and frequency.
Delete - This will show when the schedule hasn't processed any payments yet. You must have the Full Write Contribution permission to perform this action. This will immediately delete the recurring schedule from the system. A confirmation message will appear first.
Cancel - This will show after at least one payment has processed for the schedule. You must have the Full Write Contribution permission to perform this action. This will immediately cancel the recurring schedule from processing any more payments. A confirmation message will appear first.