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How to edit and manage your recurring donation
How to edit and manage your recurring donation

Edit and manage your recurring plan and payment methods right from the link in your emailed receipt, or from your Givebutter user profile.

Alyssa avatar
Written by Alyssa
Updated over a week ago

You can edit or cancel your recurring plan at any time, whether or not you have a Givebutter login. The options you can change at any time include:

  • amount of the donation

  • frequency of the donation

  • status of the plan (Active, Paused, or Canceled)

  • payment method used

  • processing fee settings

Creating a recurring plan does not automatically create a Givebutter login, account, or user profile, nor is one required. You can still edit your recurring plan if you do not have a login.

Edit your recurring plan โœ๏ธ

  • Near the bottom of the email receipt you received for your last charge, you'll see a link to manage your recurring donation.

You can use any receipt associated with the relevant recurring plan โ€“ย it doesn't need to be the most recent receipt.

link in recurring donation receipt
  • Clicking this link in your receipt will direct you to a Givebutter web page titled Manage Your Gift. You'll see a summary of your current recurring plan.

  • Click Edit Plan to make changes.

edit plan
  • A window will pop up where you can edit your recurring donation, including:

    • amount of the donation

    • frequency of the donation

    • status of the plan (Active, Paused, or Canceled)

    • payment method used

    • processing fee settings

edit plan
  • Make sure to click Save Changes when you're done!

Link a recurring plan to your user profile ๐Ÿ”—

If you've signed up as a Givebutter admin managing your own account, registered as a bidder for an auction, or otherwise created a Givebutter login, you have a user profile! You can link recurring plans to your login for easy management access in one place.

It is not required to have a Givebutter login in order to manage or edit your recurring plan. You can still manage your plan without a login.

  • If you don't have an account connected to your plan, a box will appear on the Manage Your Gift page in the upper right corner that says Connect Account.

connect account
  • Click the link that says Sign in or create an account, then click Sign in to connect your user profile (your login) and your recurring plan.

  • Click Link Plan in the popup window.

link plan
  • Once your plan is linked, it'll appear on your user profile page under the Recurring Gifts section. You can now manage your plan from here.

recurring gifts in user profile

Update a payment method from your user profile ๐Ÿ’ณ

  • Once your recurring plan is linked to your user profile, scroll down to the Payment Methods section.

  • Click Manage on the right side of the relevant payment method. You can then edit or delete the payment method.

  • You can also click Add New to add a new payment method.

edit payment methods

Access receipts from your user profile ๐Ÿงพ

On your user profile, navigate to the Payment History section and click View Receipt next to the desired transaction. You can then view and download PDF receipts from your previous donations.

view receipt

Cancel a recurring plan from your user profile โŒ

  • Click Manage in the Recurring Gifts section for the donation you'd like to cancel.

manage plan
  • You'll be taken to the Manage Your Gift page. Click Edit Plan.

  • Under Status, click Pause or Cancel Plan, and change the status to Canceled.

FAQ ๐Ÿค”

I made a recurring plan. Do I have a Givebutter account? Do I need to login to manage my plan?

Creating a recurring plan does not automatically create a login. Unless you created a login separately, you probably don't have a Givebutter account or user profile. You can manage your recurring plan without one! All you need is one of your receipts.

I don't have my most recent receipt, what should I do?

Receipts are sent to the email address you entered when you submitted your donation, and a new one is sent each time a donation processes (ie. every month.) You can use the link in any receipt from a recurring plan to manage it. It does not need to be the most recent one!

I don't have any receipts from Givebutter, how do I manage my plan?

If you didn't receive your receipt, please double-check your Spam folder, and search for emails from Givebutter. If you still can't find it, please contact us! We can provide you with a secure management link.

What about tips and fees?

Any tips or fees you choose to cover on your initial donation will also be continued for your recurring donation. You can change those options any time by managing your recurring gift.

I'm an admin, and a donor wants to edit their recurring plan.

  • If the donor has one of their receipts, you can send them this page! The donor can edit their recurring plan themselves following the steps above.

  • If they don't have any of their receipts, you can follow these directions to resend a donor's receipt! They can then edit their plan following the steps above.

I'm an admin, and need to cancel a recurring plan on behalf of a donor.

Head to the Recurring Plans page in your dashboard, and locate the plan you'd like to cancel. Click the three dots [...] on the right side of the relevant plan, and click Cancel Plan. Please note that admins cannot manage other details (such as donation amount or frequency) on behalf of a donor.

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