Dashboard
To view your test donations and recurring plans in Fundraise Up, please set your account to view test data so you may find and cancel recurring plans. Any transactions created in test mode are only visible
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
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
When you go to Settings and notice that you have less items on your left navigation menu, this most likely means your user account has less privileges than others. If you believe you should have a higher
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
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
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
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
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

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