Setting future start dates for recurring plans
Fundraise Up allows you to create recurring donation plans with future start dates, providing flexibility for your supporters and streamlining your donation management process.
Prerequisites
Before creating a recurring donation with a future start date, ensure that your Fundraise Up account has Virtual Terminal enabled.
Create a recurring plan with a future start date
- Open your Fundraise Up dashboard.
- Open Virtual Terminal:
- From the sidebar menu, click Virtual Terminal, or
- Press T on your keyboard.
- Set the donation type to Recurring.
- In the Starting on field, choose the future date when the recurring plan should begin.
- Fill in the remaining required fields.
- Review the details and click Make a donation to create the recurring plan.
For more details about Virtual Terminal, see the Virtual Terminal documentation.
Related articles
When a recurring donation reaches its predetermined limit (set in the Virtual Terminal), the following occurs:
No new charges are made.
The Dashboard no longer displays information about the next installment
Supporters and organization users can update the payment method used for an existing recurring donation. This article explains both available methods: updating the payment method through the supporter’s