After donors make recurring donations through Bloomerang Fundraising, you can:
View a list of all recurring donations for your organization
Update the details for recurring payments
Pause and unpause payments
Cancel payments
Enable and disable email receipts for recurring donations
Run reports and forecasts for recurring donations
View All Recurring Donations
To view and filter a list of all recurring donations for your organization:
Click Reporting.
Click Recurring Payments. A list of all active recurring donations appears.
If a donation is part of a Giving Plan, a Plan label appears in the Frequency column. If you enabled GiftAssist, any GiftAssist amounts appear in the GiftAssist column.To search for payments from a specific donor, in the search box, enter the donor's name or ID.
To filter by payment schedule details, click Filter By and select one of these filters: Next Bill Date, Start Date, Payment Expiration, End Date, or No End Date.
To filter by time information, click Range and select one of these filters: Today, Yesterday, This Month, Last Month, This Year, Last Year, Custom Range, or All.
To select advanced filters:
Click Advanced Filtering.
Click the Select Filters to Apply text box.
Select one or more of these filters:
Forms: Each form in your system and an option to select all forms
Form Tags: Filter by forms that have one or more internal tags
Recurring Status: Filter by gifts that are Active, Paused, Cancelled, or Expired.
Restrictions: Each individual restriction in your system and an option to select all restrictions across all forms
Frequency: All recurring frequencies and option to select all frequencies
Giving Plans: Each giving plan in your system and an option to select all giving plans across all forms
Classifications: Gifts that are associated with a specific peer-to-peer classification
Credited To: Gifts that are credited to a peer-to-peer Event, Team, or Participant
To clear all advanced filters, click Reset Filters.
The recurring payments table automatically updates as you add, refine, or remove filters.
Update the Details for Recurring Payments
Note: If you are using Bloomerang Payments as your payment processor, you will not be able to edit the Billing Information, Frequency, or Amount of the recurring gift.
To update the details for recurring payments:
Click Reporting.
Click Recurring Payments.
To search for payments from a specific donor, in the search box, enter the donor's name or ID.
To find several recurring transactions, click Filter By and select one of these filters: Today, Yesterday, This Month, Last Month, This Year, Last Year, Custom Range, or All.
When you find the recurring payment, click on the recurring ID.
To update the donor's name, address, phone, email, and company, go to the Personal Information section and click Edit.
To update the billing address, go to the Billing Information section and click Edit.
To update the cardholder name, card number, and card expiration date, go to the Payment section and click Edit.
To update the payment frequency, next bill date, or final bill date:
Go to the Frequency section and click Edit.
To update the frequency, click Frequency and select Daily, Weekly, Every Two Weeks, Monthly, Quarterly, Semi-Annually, or Annually.
To update the Next Bill Date, click that field and select a new date.
To enter a Final BiIl Date, click that field and select a date.
To update the payment, go to the Amount section and click Edit.
To update dedications or custom fields, go to the Recurring Transaction Custom Details section and click Edit. Updates you make in the Recurring Transaction Custom Details section apply to all future transactions tied to the recurring payment.
Pause, Unpause, or Cancel Recurring Payments
Important: If you cancel a recurring gift series, that affects only future payments in that series. It doesn't refund or otherwise affect payments that were already processed in that series.
Pause, Unpause, or Cancel Recurring Payments
To pause, unpause, or cancel a recurring payment:
Click Reporting.
Click Recurring Payments.
To search for payments from a specific donor, in the search box, enter the donor's name or ID.
Click the payment ID.
On the Recurring Payment Details page, select an option:
Pause Recurring Payment
Resume Recurring Payment
Cancel Recurring Payment. To confirm, click Yes. If you cancel a payment, make sure to adjust the next bill date as necessary. Missed recurring payments will not be processed.
Bulk Pause, Unpause, or Cancel Multiple Recurring Payments
You can pause, unpause, or cancel multiple recurring payments at the same time. You can also disable the recurring donation billed receipt for multiple recurring payments at the same time.
To bulk pause, unpause, or cancel multiple recurring payments:
Click Reporting.
Click Recurring Payments.
To search for payments from a specific donor, in the search box, enter the donor's name or ID.
Select multiple payment entries.
Click Group Edit.
From the Actions list, select Pause Recurring Payment, Resume Recurring Payment, Cancel Recurring Payment, or Disable Recurring Donation Billed Receipt.
Click Apply.
Enable or Disable Recurring Donation Billed Receipts
If a recurring donor no longer wants to get an email each time a recurring payment is processed in a series, you can disable the Recurring Donation Billed receipt.
Click Reporting.
Click Recurring Payments.
To search for payments from a specific donor, in the search box, enter the donor's name or ID.
To stop emailing the donor a Recurring Donation Billed receipt for payments in this series:
In the Receipt column for the donor, click Enabled.
Click Disable.
To resume emailing the donor a Recurring Donation Billed receipt for payments in this series:
In the Receipt column for the donor, click Disabled.
Click Enable.
Tip: You can also enable or disable the Recurring Donation Billed receipt if you click the transaction ID for the recurring gift. On the Recurring Payment Details page, turn off Enable Recurring Donation Billed Receipt.
View the History for Each Recurring Donation
To view the payment and change history for a recurring donation:
Click Reporting.
Click Recurring Payments.
To search for payments from a specific donor, in the search box, enter the donor's name or ID.
Click the payment ID.
In the Recurring History section, view all past payments in this series.
In the Change History section, view all past changes to this series. You can view when a series was created or edited, and when the status changed.
Run Reports for Recurring Payments
You can download reports that include recurring payment information:
Recurring payments report: Includes detailed information about recurring donation payments. When you filter the list of recurring payments on the Reporting page, you can save your view as a custom report.
Contacts report: Includes basic information
Recurring forecast report: Includes the expected value of your recurring gifts
Run a Recurring Payments Report
To run a recurring payments report from the Reporting page:
Click Reporting.
Click Recurring Payments.
Select one or more filters. For example, to include cancelation information in your report, filter by Recurring Status and select Cancelled. Your export includes two additional fields: Cancel Date and Cancelled By, which tell you when the recurring donation was canceled and whether it was the donor or someone from your organization who canceled it.
Click Save as Custom Report.
On the Report Builder page, you can adjust filters, fields, and how information is ordered in your report.
Click Save.
To download the report, click Save and Run.
Select CSV or Excel. The report downloads to your computer.
Tip: When you open your report, you can find specific recurring donations by filtering your exported report by the Created On Date field.
Run a Contacts Report
To run a contacts report:
Click Reporting.
Click Recurring Payments.
Click Contacts.
Select CSV or Excel. The report downloads to your computer.
Run a Recurring Forecast Report
To run a recurring forecast report:
Click Reporting.
Click Recurring Forecast.
Select one or more Forms.
Select the Starting Date. The default is the current month and year.
From the Group By list, select how to group the report: Individual Recurring Payment, Restrictions, or Recurring Type.
From the Interval list, select Monthly or Annually. The default is monthly.
From the Display list, select All, Pledges Only, or Recurring Payments Only. The default is all recurring donors.
To download the report, click Recurring Report.
Select CSV or Excel. The report downloads to your computer.
What Happens If Recurring Payments Are Declined?
If a recurring donation declines or fails to process, the payment will be tried again at a later date. The default setting is to retry the recurring gift payment 3 days, 7 days, and 15 days after the first attempt failed. If after these three attempts the payment is still declined the gift will be automatically paused and no further attempts will be made.
Note: If you are using Bloomerang Payments as your payment processor, failed recurring payments will not be retried.