Platform basics
Supporters can update their payment methods, as well as other details of their recurring plan in the Donor Portal. If an installment ever fails, they can also be automatically sent the Installment failed
Fundraise Up provides integration with PayPal to receive donations through this popular payment method. However, it is not possible to connect a personal PayPal account because Fundraise Up can only be
Fundraise Up account default option uses machine learning to determine when to set a recurring plan's status to Failed after charge attempts have been made, helping organizations to avoid unnecessary charges
If your recurring donation was cancelled, there is still a way to start it over. This can be done either through our Dashboard or in the Donor Portal. To restart a cancelled recurring donation through
Recurring donations allow donors to make a series of donations automatically over a set period of time. In our Virtual Terminal, organizations can set limits for recurring plans, such as the maximum number
Recurring donations allow donors to make a series of donations automatically over a set period of time. In our Virtual Terminal, such donations can be made with a date limit. After this date, the donation
As a general rule, donations are made with the donor's name and surname. However, sometimes a donor may wish to give anonymously. In the checkout process, an organization can provide the option for donors
A receipt serves as a confirmation of a successful donation and can be used for tax purposes. However, there may be instances where a donation needs to be refunded, and the corresponding receipt must be
If you have ever tried to edit a recurring plan or activate a previously canceled recurring plan, you may have noticed a checkbox labeled Process a payment now. This checkbox can be a bit confusing, so
If an installment from a recurring plan is disputed in favor of the donor and the amount of the installment is returned to them, the entire recurring plan is canceled. It's important to note that dispute

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