Gadgets - Recurring Donations
The "Recurring Donations" gadget displays all recurring donations made by the supporter within the Lookup Supporter tool. It is color coded so that successful transactions are green and failed or cancelled transactions are red. Depending on your payment gateway, you can also manage your recurring donations from this gadget.
Settings
Once the “Recurring Donations” gadget has been added to your layout click on the settings icon 
. Here you can set how many transactions appear at once.
Transactions
The “Recurring Donations” gadget provides you quick access to the transaction details of the supporter’s donations.
NOTE: The information available on this screen is dependant on your payment gateway.
The left side is where you can review the parent transaction details. This is the first transaction made for the recurring donation. This is also where you can make changes to the donation details, which is covered later in this document.
The right side is where you can view details for each subsequent donation made since the first donation was made.
If your recurring donations are managed by your payment gateway you will see the following information instead of the list of transactions and the option to edit the transaction will not be available.
Recurring Donation Tasks
From the “Recurring Donation” gadget you are able to perform tasks related to the transactions, depending on your payment gateway.
Managing Recurring Payments
Clicking on the recurring payment in the gadget that you would like to review to show the transaction details. Click the “Edit” button at the bottom of the transaction container to make updates to the transaction details.
You are able to make the following changes to the transaction depending on your payment gateway.
|
Field |
Description |
|
Donation Amount |
Change the amount of the donation being given. |
|
Status |
See below |
|
Frequency |
Change how often the recurring donation is given depending on your payment gateway. |
|
Day of charge |
Change the date the recurring payment is submitted. |
With some payment gateways you can also update the credit card information below.
NOTE: Only the Stripe, Paysafe and Payflow Pro gateways can update card information in our system
|
Field |
Description |
|
Expiry Date |
Update the expiration date of the credit card used for recurring donations depending on your payment gateway. |
|
Credit Card Number |
Update the credit card number used to make the recurring donation depending on your payment gateway. |
You can also update the status of the recurring donation here. The following options are available.
|
Status |
Description |
|
Active |
This is the default status for recurring donations. |
|
Suspended |
Recurring donations that have been rejected after 3 attempts. The transaction will turn orange when suspended. |
|
Paused |
This status is used to prevent the recurring donation to process at the request of the donor. This is set manually. The transaction will turn orange when suspended. |
|
Cancelled |
This status is used to manually cancel a recurring donation at the request of the donor. The transaction will turn red when cancelled. |
Note: You can adjust the number of days between the second and third retry attempt to hopefully limit the number of transactions being suspended. See account settings.
Refunding recurring transactions
To refund a recurring transaction you first need to locate it in the list of transactions on the right-hand side of the gadget and click on it to reveal its details.
Click on the “Refund donation” button and you will then be asked to confirm the refund.
NOTE: Refunding is only supported through the Stripe, Paysafe and Payflow Pro gateways.