Platform basics
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 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
Every user of the Fundraise Up account has access with their email address and permissions in accordance with their role in the account. Also, each user can change their notification settings and cancel
If you're using an integration between Fundraise Up and your CRM to sync your donor and donation data, you may be wondering if it's possible to exclude specific donations from being synced. When you connect
Unfortunately, there is no option for donors to change their email address themselves in such cases. However, organizations can edit a donor's email address from the Dashboard. To update the donor's email
The time zone shown in your Fundraise Up dashboard is the one set in the Account section of your account settings. It's important to set the correct time zone for your organization to ensure that all the
Migrated recurring donations from another platform to Fundraise Up will have the same characteristics as those created directly through our system checkout. Organizations will have the same options to

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