Subscription & Payments Plan Management

Complete Guide to Managing Your Recurring Donations and Payments Plan

Request Access Link

To manage your recurring donations, you'll need to request a secure access link. This ensures your subscription information stays private and secure.

Visit the donation page on our website
Scroll to "Manage Your Subscriptions" section
Enter your email address (the one associated with your account)
Click "Send Link"
Check your email for the secure link (valid for 24 hours)
If multiple accounts exist, select which one to manage

View & Manage Subscriptions

Once you access the subscription management page, you can view and manage all your subscriptions in one place.

View Active Subscriptions: See amount, billing day, next payment date, and status
Track Payment Plans: Monitor progress with payment counters (e.g., "Payment 3 of 6")
Edit Amount: Change monthly donation amount (regular subscriptions only)
Change Billing Day: Update when payments are charged
Set End Date: Schedule when subscription should stop
Cancel: Stop subscription immediately or at period end
Retry Payment: Update payment info if a payment fails

Payment Plans Checkout Feature

When making a donation through the public campaign, or via a pledge invoice that was sent to you, you can split your donation into 2-12 monthly payments using a payment plan.

During checkout, choose "Payment Plan" instead of "Pay in Full"
Select 2-12 monthly payments
Pick billing day (5th or 20th of the month)
Review complete payment schedule with specific dates
Prorated First Payment: May be adjusted based on days until billing day
Fixed Schedule: Cannot be edited once created
Automatically completes after final payment

Understanding Subscription Types

Subscriptions allow you to set up recurring monthly donations that are automatically charged to your payment method. You have full control over the amount, billing day, and duration.

🔄 Regular Recurring Subscription

A standard monthly donation that continues indefinitely or until a specified end date. Perfect for ongoing support.

Choose any amount (minimum $1.00)
Select your preferred billing day (1st-28th of the month)
Set an optional end date or keep it ongoing
Can be edited or cancelled at any time

📅 Payment Plan Limited Duration

Split a larger donation into 2-12 equal monthly payments. Ideal for pledges or specific commitments.

Choose total amount and number of payments (2-12 months)
Select billing day (5th or 20th of the month)
First payment may be prorated based on days until billing day
Automatically ends after all payments are complete
Cannot be edited once created (only retry failed payments)

Payment Application Options

When creating a subscription, you can choose how payments should be applied to your account. This gives you flexibility in managing your donations and outstanding balances.

💰 Apply to Outstanding Balance

Subscription payments will first be applied to any outstanding balance on your account, with any remaining amount recorded as a new donation.

Helps you pay down existing pledges automatically
Reduces your balance each month
Excess amount becomes a new donation
Great for members with ongoing commitments

🎁 New Donation Only

The entire subscription payment is recorded as a new donation, separate from any existing balance.

All payments are fresh donations
Does not affect existing balance
Ideal for additional support beyond commitments
Perfect for general fund contributions

Creating New Subscriptions

From the subscription management page, you can create new recurring donations with flexible options.

Enter your desired monthly amount (minimum $1.00)
Select your preferred billing day (1st-28th of the month)
Choose payment application type (apply to balance or new donation)
Optionally set an end date for the subscription
Review and accept the subscription terms (required for first subscription)
Click "Create Subscription" to proceed to secure payment setup

Creating Payment Plans from Campaigns

When making a donation through a campaign, you can choose to split your donation into monthly payments using a payment plan.

How Payment Plans Work

Select Payment Plan: During checkout, choose "Payment Plan" instead of "Pay in Full"
Choose Duration: Select 2-12 monthly payments
Pick Billing Day: Choose either the 5th or 20th of the month
Review Schedule: See the complete payment schedule with specific dates
First Payment: May be prorated based on days until your selected billing day
Automatic Payments: Subsequent payments are charged automatically each month

Payment Plan Features

📊 Prorated First Payment

If you create a payment plan between billing days, your first payment will be prorated to cover the partial month. This ensures fair billing and aligns future payments with your chosen billing day.

Example: If you select the 20th and sign up on the 10th, you'll pay for 10 days today
All subsequent payments will be the full monthly amount
Total amount remains the same - just distributed fairly

🔒 Fixed Payment Plans

Payment plans cannot be edited once created. This ensures the commitment is honored as agreed.

Amount and schedule are locked in
Can retry failed payments
Automatically completes after final payment
Progress tracked with payment counter

Tips & Best Practices

Consent Required: Before creating your first subscription, you'll need to review and accept our terms for storing payment information. This is a one-time requirement for security and transparency.

Billing Day Selection: Choose a billing day that aligns with your budget. For regular subscriptions, you can pick any day from the 1st to 28th. Payment plans offer the 5th or 20th for consistency.

Payment Plan vs Regular Subscription: Use payment plans for specific commitments with a defined end date. Use regular subscriptions for ongoing support that you want to continue indefinitely.

Failed Payments: If a payment fails (expired card, insufficient funds, etc.), you'll see a "Retry Payment" button. This creates a secure checkout session to update your payment method and retry the charge.

Cancellation Options: When cancelling a regular subscription, you can choose to cancel immediately or at the end of the current billing period. Payment plans cannot be cancelled but will automatically end after the final payment.

Email Notifications: You'll receive email confirmations when subscriptions are created, when payments are processed, and when payment plans are completed. Keep these for your records.

Security: Access links expire after 24 hours. If your link expires, simply request a new one from the donation page. Never share your access link with others.

Processing Fees: You can choose to cover processing fees when creating subscriptions or payment plans. This ensures 100% of your intended donation amount goes to the organization.

Understanding Subscription Status

Your subscriptions can have different statuses depending on their current state. Here's what each status means:

Active ✓: Subscription is working normally and payments are being processed
Trialing: Subscription is in a trial period (if applicable)
Past Due: A payment failed and needs to be retried - use the "Retry Payment" button
Incomplete: Subscription setup wasn't completed - use "Complete Setup" to finish
Cancelled: Subscription has been stopped and no future payments will be charged