Reading the list
Each row shows the donor, amount, interval, status, when it started, and (if it ended) when. You can search by donor name and filter by status, interval, and contact type.Statuses
Intervals
Recurring gifts run Monthly, Quarterly, or Annually.Add a recurring gift
Choose New Recurring Gift, then:1
Choose the donor
Search and select the contact.
2
Set the amount and frequency
Enter the Amount and pick a Frequency (Monthly, Quarterly, or Annual).
3
Set the status
Start it as Active or Paused.
4
Save
The gift appears in the Recurring tab and counts toward your active total.
Editing and canceling
Use the pencil to change amount, frequency, or status. If you set the status to Canceled, you’ll also set the cancellation date.When a recurring gift is managed through Stripe, a banner says so and shows the subscription ID. For those, use Cancel Subscription via Stripe to stop future charges properly—choose end at period end (let the current period finish) or cancel immediately.