How to pause, reactivate and update a recurring donation for my donor as an admin

This article covers how to manage your donors' recurring donations, including the ability to pause, reactivate, update the frequency, and adjust the donation amount. You will also learn about the permissions required to make these changes, and find examples of the emails BetterWorld automatically sends to donors when updates are made.

To manage recurring donations, your organization must be a verified nonprofit. If you have not yet verified your nonprofit status, please follow the steps in this article.
​

In addition, only team members with the Donations permission can manage recurring donations. If you are unable to perform the actions described below, please reach out to an administrator on your organization's team to have your access level updated.

1. If you would like to pause a recurring donation, first find the campaign in your dashboard under Donation Campaigns and click Manage. Once on the campaign's Overview page, you can search the donor's name. When you find the recurring donation you'd like to pause, click View in the Details column.
​

2. Click the three dots in the Donation details section, then click the Pause button.
​

3. Confirm the action by clicking OK on the pop-up.
​

The details section will automatically update to include the new status:
​

1. Once on the campaign's Overview page, search for donor's name whose donation you'd like to reactivate. When you find the recurring donation you'd like to pause, click View in the Details column.

2. Click the three dots in the Donation details section, then click the Reactivate button.
​

3. Confirm the action by clicking OK on the pop-up.
​

The details section will automatically update to include the new status:
​

You can help your donor update their donation directly from the dashboard. You can change the donation amount and donation period.
​

1. Once on the campaign's Overview page, search for donor's name whose donation you'd like to reactivate. When you find the recurring donation you'd like to pause, click View in the Details column.

2. Click the three dots in the Donation details section, then click the Change amount or period button.

3. A pop-up will appear allowing you to edit the donation's details. You can update the donation period and choose from all frequencies enabled for your campaign. You can update the dollar amount of the donation and opt to include the transaction costs. Once updated, click Save.
​

The details section will automatically update to include the new total donation amount, fee offset, net and scheduled frequency:
​