Recurring donations are a powerful way to build reliable support for your cause. When a donor needs to pause or cancel their giving, they can do it directly through their Donor Profile, or an Organization Admin can step in to cancel on their behalf. This article walks through both paths.
👥 Accessing Recurring Donors as an Admin
There are two places in ClickBid where you can view recurring donors. The first is inside a specific event, and the second is at the Organization level, which shows all recurring donors across all of your events.
From within an event:
- Log in to your ClickBid event admin dashboard.
- In the left-hand navigation, click Recurring Donors.
- The page will display all active recurring donors for that event.
From the Organization level:
- In the left-hand navigation, click Organization.
- Click Recurring Donors.
- This view shows recurring donations across all events associated with your organization.
ℹ️ Admins cannot pause a recurring donation on a donor's behalf, only the donor can pause their own giving through their Donor Profile. However, Organization Admins can cancel a recurring donation directly. See the section below for those steps.
📧 Step 1: Send the Donor a Login Link
If a donor wants to pause or cancel their own recurring donation, start by sending them access to their Donor Profile.
- On the Recurring Donors page, locate the donor who wants to update their giving.
- Click Send Login Link next to their name.
- The donor will receive an email with a link to access their Donor Profile.
💡Let the donor know to check their spam or promotions folder if they don't see the email right away.
ℹ️ Info: The donor can pause or cancel their recurring donation at any time directly from their donor profile. Administrators are not able to pause a recurring donation on a donor’s behalf. If a donor requests cancellation, an Organization Admin can also cancel the recurring donation by navigating to Organization > Recurring Donors > Action. This action cannot be completed from within an event.
🔐 Step 2: Donor Logs In and Navigates to Their Donations
- The donor clicks the link in the email and logs in to their donor profile using their email address and password.
- Once logged in, they click the Menu button.
- They select Manage Recurring Donations from the menu.
🔄 Step 3: Donor Pauses or Cancels Their Donation
- The donor clicks Select Action next to the donation they want to adjust.
- They choose Update Details.
- In the status options, the donor selects one of the following:
- Paused : temporarily stops donations for the upcoming month without fully canceling.
- Canceled: permanently stops the recurring donation.
- The donor clicks Save to confirm their changes.
ℹ️ The login email sent to the donor includes their upcoming recurring donation date, so they can see exactly when their next charge is scheduled before deciding whether to pause or cancel.
🔀 How Organization Admins Can Cancel a Recurring Donation
If a donor requests cancellation and cannot manage it themselves, an Organization Admin can cancel it directly. Note that this action can only be completed from the Organization level, not from within an individual event.
Setting permissions (if needed)
If the user who needs to cancel recurring donations is not already an Organization Admin, their permissions must be updated first:
- Go to Organization in the navigation.
- Click Users.
- Select the user who needs permission to manage recurring donors.
- Under View Functions, check Recurring Donors.
- Under Update Functions, also check Recurring Donors.
- Save the changes.
ℹ️ If the user already has the Organization Admin role, they automatically have access to cancel recurring donations and no permission changes are needed.
Canceling the recurring donation
- Navigate to Organization in the navigation.
- Click Recurring Donors.
- Locate the donor whose recurring donation needs to be canceled.
- In the Actions column, click Cancel.
- A confirmation popup will appear asking: "Are you sure you want to cancel this recurring donation?"
- Click OK to confirm the cancellation, or Cancel to go back without making changes.
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A confirmation popup will appear stating:
“Are you sure you want to cancel this recurring donation?”
⚠️ Canceling a recurring donation cannot be undone. If the donor wants to resume giving in the future, they will need to set up a new recurring donation from the bidding site.
❓ Frequently Asked Questions
What happens if an account has recurring donations and the event is deactivated?
The recurring donation will continue to process until the donor pauses or cancels it. The donation will still display under the Recurring Donations tags in the event and on the Organization > Recurring Donors page.
What happens if the event keyword is changed for an account with recurring donations?
Changing the keyword will not affect recurring donations. These donations are linked to the event ID, not the keyword, so funds will continue to process through the associated merchant account. Donation details can still be viewed under the event and under Organization > Recurring Donors.
📝 Summary
Donors can pause or cancel their recurring giving at any time through their Donor Profile using the login link you send them. If a donor needs immediate cancellation and cannot do it themselves, an Organization Admin can cancel it directly from the Organization > Recurring Donors page. Either way, the process is quick and your donation records stay up to date.