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New to Subscriptions?
We recommend reviewing Subscriptions 101 for an overview of what's possible with Funraise's recurring subscriptions.
Create a Subscription
In most cases, recurring subscriptions will be created by your donors when they make a donation on your Giving Form. Donors can select a frequency that you enable: Weekly, Monthly, Quarterly, Yearly.
You can also create a subscription inside Funraise. To create a subscription from inside Funraise:
1. In the sidemenu click Supporters > Subscriptions > click New Subscription
2. Enter required fields > click Save
Required details to create a Subscription:
Amount
Frequency
Currency
First Payment Date
Supporter
Payment Method
Giving Form (technically, not required but highly recommended)
Edit a Subscription
Once a Subscription exists, it can be edited, paused, cancelled, or scheduled to be cancelled at a future date. Generally, the easiest way to access an existing Subscription is via the Supporter's profile.
1. Access the Supporter's profile (search in top bar)
2. Select Subscriptions
3. Click the underlines name or the actions menu (3dots) to access the Subscription profile
4. Edit the Subscription > click Save
Common Subscription Actions
Pause a Subscription
A subscription can be paused until a future date.
1. From the Subscription profile > General > Settings > click Edit
2. Edit Next payment date > click Save
Set a cancel date
By default, Subscriptions run indefinitely. You can set an end date to automatically cancel a Subscription on a future date.
1. From the Subscription profile > click Actions > click Set End Date
2. Configure end date > click Save end date
Cancel a subscription
Donors can cancel their subscription via the Donor Portal. You can also cancel a Subscription inside Funraise.
1. From the Supporter's profile > click Subscriptions
2. Click the actions menu (3 dots) > click Cancel Subscription
