How to cancel a Recurring Plan

How to cancel a Recurring Plan from the Dashboard

To cancel a Recurring Plan from the Fundraise Up dashboard, navigate to the plan's page using one of the following methods:

1. Use the global search bar to find the recurring plan directly.
2. From the Recurring tab, use filters to locate the plan.
3. Find the corresponding Supporter record:
   • On the supporter's page, scroll down to the Recurring plans section.
   • If the supporter has multiple plans, click on the row for the specific plan you wish to cancel.
4. From the Donation record of any installments of the recurring plan:
   • On the Donation page, scroll down and click the Recurring plan ID to go to the plan's record page.

When you are on the correct recurring plan page, look for the Cancel Recurring button. This button will only be available if the plan is currently active. If the button is missing, double-check that you are on a Recurring Plan page and not a Donation page. In some cases, you may encounter a Recurring Plan with a Failed status. When a recurring plan fails, our system automatically stops processing future donations, effectively canceling the plan. In such instances, you will not see the Cancel Recurring button, as the plan is already considered canceled. If the recurring plan is active, you can proceed with the cancellation process. Follow the steps below to cancel the recurring plan.

1. Locate the Cancel Recurring button in the top right corner of the page.
2. Click the Cancel Recurring button to initiate the cancellation process.
3. Select a cancellation reason from the dropdown menu.
4. Confirm the cancellation by clicking on the red Cancel Recurring button.

After completing these steps, all future installments of the selected recurring plan will be canceled. The supporter will no longer be charged for this plan moving forward. Canceling a recurring plan will not affect any previously processed installments of the plan.

How to cancel a Recurring Plan from the Donor Portal

Supporters have the ability to cancel their recurring plans directly through your organization's Donor Portal. The cancellation behavior in the Donor Portal can be configured in your organization's account settings.

There are two ways for donors to access the Donor Portal and initiate the cancellation process:

1. Through Recurring Donation Emails
   • Recurring supporters receive an initial email and installment emails.
   • At the bottom of these emails, there is a Manage my donation button. This leads to the Donor Portal, where details of their recurring plan are displayed.
2. Directly Accessing the Donor Portal
   • Supporters can log in to the Donor Portal directly using your organization's unique URL.
   • You can find your organization's Donor Portal URL in the settings. For more information, refer to the Donor Portal Settings documentation.
   • After logging in, the main Donor Portal page contains a Recurring Plans section.
   • Selecting the specific plan that the supporter wants to cancel will open the same page that is linked to the button in the installment emails.

Regardless of how supporters access the Donor Portal, they can start the cancellation process by following these steps:

1. Navigate to the recurring plan page in the Donor Portal.
2. Locate the Cancel Recurring Plan button at the bottom of the page.
3. Click the Cancel Recurring Plan button to initiate the cancellation process.