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

The Questions feature is a useful tool for obtaining information from donors during Checkout, Fundraisers, and Virtual Terminal. You can manage and create questions from the Settings section of your Fundraise

Only Organization Administrator users will see all settings options. Additionally, some subaccounts may be set to use their parent account's payment options and receipting. When determining why you cannot

You can easily correct supporter’s name in our Dashboard, for example if a donor has accidentally entered the wrong name during Checkout process. To do this, go to the Supporters tab and enter the current

Currently, we're only processing online donations. We do not have the option to record checks and cash gifts, but you can add such donations manually in your CRM. At Fundraise Up, we are concentrated on

To refund a Donation, you need to be on that Donation's page in the Fundraise Up dashboard. There are plenty of ways to get there - the easiest way is to use the global search bar, but you can also find

If you are an organization based in the US, you have the freedom to select the format of your supporters' addresses. You can easily alternate between ALL CAPS and Proper Case address formats in the settings.

Donors may prefer not to receive emails for every recurring donation installment. Our platform allows customization of email notification settings to accommodate different donor preferences at various

Test transactions are still transactions that involve creating test records within a payment processor, and as such cannot be deleted from the Dashboard. Although we do offer the ability to make test donations

In the Donor Portal, donors can edit payment details for their recurring donation, including the amount, frequency, and payment method. If the recurring plan has limits, such as a maximum donation amount