If your campaign accepts recurring donations, you can view the related data and manage the subscriptions from two different parts of the software: Contributions and Periodic Charges which you can find under the "Management" menu of your campaign.

It is important to understand the differences between these two sections and what you can do in each.

- In Management> Contributions you will see each individual payment made as part of a recurring donation. Therefore, from here we can manage actions related to a specific payment such as resending the thank you email, refunding the payment [Stripe only] or generating a report of those payments ...)

- In Management> Periodic contributions you can manage everything related to the donor and their subscription for example you can generate a report of recurring donors, change the subscription amount or frequency and cancel subscriptions.

From the "Periodic Charges" area you can see a quick overview of all your recurring donors and their subscriptions. The top number shows the total number of recurring donations.

You can use the filters to help find the subscriptions which you wish to manage.

You can manage each periodic contribution by clicking on the green 'Options' button where you will have a drop-down menu of actions you can take.

The options available are:

- See details: From this option you can view all the information available related to this subscription: donor data, subscription data and historical charges.

- Modify subscription: From here you can modify the amount, the frequency and the language of the communications for this subscriber.

- Modify SEPA subscription mandate: In the event of needing to change the user account number.

- Cancel subscription

- Unlock subscription: recurring payments are made automatically. If one of these payments cannot be made, the account is blocked. This can occur for several reasons, however the most frequent is an expired card or lack of funds in the account at the time of payment. Before unlocking the account, we recommend that you check this information with the donor and/or bank to confirm that the payment can be made correctly.

❗️Note: When a subscription is unlocked, the charge will be made that same morning. If you want the payment to be taken on another date you must wait until then to do it.

To modify any personal data, such as telephone number or address we have to do this from the Contributions area (not periodic charges)

Search for the donor by email or name. Once filtered you will be able to see all the payments made as part of their subscription. Access the oldest one by clicking on the Options> Payment data button and from there it will be modified for the following charges.

4. Changing the Payment details

The option to modify the bank card number is only possible with payment gateways such as StockCrowdPAY, Stripe or Paypal. If the payment was with any of those gateways, the donor can update their card details from their personal area.

If you have a list of donors who have made their subscriptions outside of the Stockcrowd platform, you can import them into the software to be able to start managing them from our software.

For this, you will need to have SEPA debits activated as a payment method which is available on Stripe and Stockcrowd PAY.

For full instructions see our article here.

From the Periodic Charges dashboard, options you can download a periodic donations report with data of all the subscriptions.

You can filter by dates, subscription status, payment methods and more and include data from other campaigns to create a report that fits your needs.

From the Periodic Charges dashboard you can select to receive notifications by email for the following situations:

You can sign up for these subscriptions as explained in this article.

Add as many users as you need for each notification type.