Dashboard
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
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 you've noticed that a transaction in Stripe contains Fundraise Up metadata, but you can't find it in your Fundraise Up dashboard, it may be because the transaction was a failed donation attempt via
Can I record cash or check donations using Virtual Terminal? No.
Can I add an end date to a recurring plan? Yes, you can. You can add any (or any combination) of the following limits: Maximum plan amount Maximum plan installments Plan end date Read more about recurring
Donating funds, at the time of donation, is an agreement by the donor to provide funds to the specified Campaign (and Designation, if applicable). Our interface, with a new Edit button on Donations and
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
Absolutely! For 501(c)(3) organizations, changing your Tax ID is possible too. However, it requires us to update certain information on our end. This includes the Tax ID itself, and we'll need to upload
It can be confusing to see an outdated card listed on an active recurring plan in the Dashboard, especially when you know the donor has received a reissued card. Here's why this happens. Reasons for Outdated
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.

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