How do I manage or stop regular donations to my organisation?

OrgHQ administrators can manage regular donations, including stopping donations at the donor's request and viewing donation statuses.

Note: Only donors can edit the amount or frequency of their regular donations or update their card details.

View and filter regular donations

1. Log in to OrgHQ.
2. Go to Regular donations, under Causes & Donations in the left-hand navigation panel.
   
3. Use the Select status option to view donations by their current state, including:

• • Active: Donations that are ongoing as scheduled.
  • Inactive: Insert.
  • Failed: Donations that did not process successfully.
  • Expired: Donations that have reached their end date or maximum recurrence.

4. Filter results to quickly identify failed or lapsed donations and take necessary follow-up actions.

Daily donation summary email

Regular donation statuses, including lapsed, expired, or failed donations, are now included in the daily donation summary email. This provides an overview of recent donation activity and helps you stay informed about donation trends and potential issues.

Stop a donor's regular donation

1. Log in to OrgHQ.
2. Go to View donations, under Causes & Donations in the left-hand navigation panel.
3. Find the donor using their first or last name, and select View.
   
4. In the donation screen, find Regular donation and select Stop Regular Donation.
   
5. In the pop-up screen, select Stop Donation to confirm your action.