Managing Recurring Donations

Keep tabs on every recurring donor with Ideali's Recurring Donations page.

2 min read

The Recurring Donations page lets you track and manage all donors who have set up an ongoing contribution to your campaigns, whether monthly, weekly, or any other recurring frequency you have configured.To access this page, go to Donation in the left sidebar and click Recurring Donations.

Reading the Recurring Donations List

Each row represents a single recurring donation setup and includes:

  • Campaign Name — The campaign the recurring donation is tied to.
  • Amount — The amount charged on each billing cycle.
  • Frequency — How often the donation is charged, such as monthly.
  • Donor Name — The name of the donor who set up the recurring contribution.
  • Status — The current state of the recurring donation.
List of Recurring Donation Lists on your campaigns
Recurring Donations List

📹 Watch: Check Recurring Donations Report ⏱ 26s

Understanding Recurring Donation Statuses

Each recurring donation can have one of the following statuses:

  • Processing — The donation is active and being charged successfully on schedule.
  • Waiting — The next scheduled charge has not yet been processed.
  • Failed — The most recent charge attempt was unsuccessful, often due to a payment issue.
  • Cancelled — The recurring donation has been stopped and will no longer be charged.

You can filter the list by any of these statuses using the Filter by Status dropdown at the top of the page to quickly find donations that need attention.

Cancelling a Recurring Donation

If a donor requests to stop their recurring contribution, click Cancel next to their entry in the Action column. Once cancelled, no further charges will be made and the status will update to Cancelled.

Exporting Your Recurring Donations

Use the export buttons in the top right corner of the page to download your recurring donations list as a PDF or spreadsheet for your own records or reporting needs.

Go to Top