Recurring Giving
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StewardAccess:Super AdminFinance Admin
Getting Here
Navigation: Steward → Recurring
Overview
The Recurring Giving page manages all Stripe-integrated recurring donation schedules. Each schedule shows the donor, fund, amount, frequency, next charge date, and status. Finance admins can retry failed payments, send notification emails to donors with failed schedules, and filter by status or frequency.
Fields & Controls
Recurring Schedule Row
| Field | Type | Description |
|---|---|---|
| Donor Avatar | Circle | Donor initials with gradient background. |
| Donor Name | Text | Donor name in "Last, First" format. |
| Envelope # | Text | Envelope number if assigned. |
| Since | Date | Date the recurring schedule was created. |
| Fund | Text | Fund the recurring gift is designated to. |
| Amount | Currency (CAD) | Amount per recurring charge. |
| Frequency | Text | Charge frequency: Monthly, Bi-weekly, or Weekly. |
| Next Charge | Date | Date of the next scheduled charge. |
| Last Charge | Date | Date of the most recent charge (successful or failed). |
| Status | Badge | ACTIVE (green), FAILED (red), PAUSED (amber), or CANCELLED (gray). |
| Failure Note | Text | Reason for the failure (e.g., "Card declined", "Insufficient funds"). Shown only for failed schedules. |
Filter Chips
| Field | Type | Description |
|---|---|---|
| All | Filter chip | Show all recurring schedules. |
| Failed | Filter chip | Show only failed schedules that need attention. |
| Active | Filter chip | Show only active schedules. |
| Paused | Filter chip | Show only paused schedules. |
| Monthly | Filter chip | Show only monthly frequency. |
| Weekly | Filter chip | Show only weekly frequency. |
| Bi-weekly | Filter chip | Show only bi-weekly frequency. |
Actions
Retry a Failed Payment
- Click a failed schedule row to open the detail panel
- Click “Retry Payment”
- Confirm the retry in the dialog
- The system attempts to charge the donor's payment method via Stripe
- If successful, the status changes to Active. If still failing, the failure note updates.
Notify a Donor About a Failed Payment
- Click a failed schedule row to open the detail panel
- Click “Notify Donor”
- An email template is loaded (from the RECURRING_FAILURE communication trigger)
- The template is pre-populated with the donor's name, amount, fund, and frequency
- Review and optionally edit the subject and body
- Click “Send Notification”