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Managing Recurring Plans from the Dashboard
Managing Recurring Plans from the Dashboard

View and edit your supporter's recurring giving plans.

Madelyne W avatar
Written by Madelyne W
Updated over a week ago

You can view a comprehensive list of your supporter's recurring plans by clicking into the name of your supporter to go to their Supporter Record. Click into the Payments tab and scroll down to view the recurring plans associated with the supporter.

Once you click into the net amount of the plan, you can view the recurring plan details.

Click Edit to modify the recurring plan.

If you click into the payments at the bottom of the Recurring Plan page, you can view the details of the associated payments on the plan, such as status of the payment and whether or not the specific transaction associated with the plan succeeded or failed.

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