Donors can set up automatic recurring donations at a set frequency, and administrators can also set up or edit recurring donations on a donor's behalf.
A donor can set up a recurring donation when they give, or an administrator can set it up for a donor from a donor's profile.
Donors
When donors give from your church's giving site or the Church Center app, they can set up recurring donations.
Administrators
Administrators can add a new donation for a donor from the Recurring tab of a donor's profile.
Tip
Administrators can choose to be notified when new recurring donations are created by enabling notifications in their profile.
For Admin Only funds:
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Administrators can set up new recurring donations, but since donors can't see these funds, donors can't donate to them from the donor interface.
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If a recurring donation is set up and the selected fund's visibility is changed to Admin Only, those donations will continue to be processed based on their scheduled frequency.
Donors can edit the recurring donation from My Giving on Church Center, and administrators can also make changes for donors from the admin side.
Donors
A donor can update their recurring donations by logging into their donor profile on Church Center.
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Add new recurring donations.
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View the status of existing donations.
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Edit a recurring donation's payment method or frequency. Donors can also temporarily or permanently put recurring donations on hold or delete them altogether.
Warning
The donor can only update the recurring amount from the Church Center mobile app.
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See notifications about issues with a recurring donation.
Administrator
An administrator can edit the recurring donations on a donor's behalf in the Recurring tab on the person's profile.
When the recurring donation is updated, the donor will receive an email informing them of the change.
Several statuses are available for recurring donations. Donors can adjust the status of their recurring donations from their donor profiles in Church Center, and administrators can adjust the status on behalf of donors from their donor profiles.
|
Status |
Description |
|---|---|
|
Active |
This donation will continue to be processed regularly based on its set frequency. |
|
On Hold Indefinitely |
This donation will not be processed again unless its status is changed. |
|
On Hold Until |
This donation will not be processed until the set date. |
Important
If a donor profile is inactive, their recurring donations will remain active. However, if a donor profile is set to inactive with the reason Deceased, their recurring donations will be set to On Hold.
A recurring donation may fail for several reasons, such as:
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The account has insufficient funds.
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The card is invalid.
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The payment method was removed.
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The donor's own bank rejects the transaction.
The donor will be notified if there's a problem processing a donation. Any administrators who have those notifications enabled in their profile will also be alerted.
The system will not automatically retry the donation for the date it failed. It will, however, attempt the same donation on the next scheduled date.
After receiving a failure message, the donor can click the link in the failure message to log in to their profile and do any of the following:
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Fix the issue (which usually means updating the payment method).
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Put the donation on hold.
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Delete the recurring donation.
If a donor fixes the issue and wants to recover a failed donation, they can create a one-time donation for that month.