Platform basics
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
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
We understand that sometimes you may need to reissue a receipt for a donation, whether when there is a mistake in the donor's name or when you need to change the campaign for the receipt and want the new
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
You can't search for supporters using their Supporter ID in the Fundraise Up dashboard. This is because it can lead to misunderstandings about supporter records’ purpose. Fundraise Up can detect which
We partner with Stripe to give your organization to accept as many common methods of donation as possible. As such, Stripe is required as your baseline payment processor, and PayPal can be added to maximize
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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