Linking recurring payments allows you to associate a recurring donation with a donor who wasn't logged in to their donor account or who may not have had a donor account at the time they created the donation.
To view a quick-start tutorial of the process, click the video below.
PLEASE NOTE: Organization-level navigation was updated in July 2024, so the process for navigating the control panel will look a little different than what's described in this video. Check out the images in the article for instructions on navigating the new design.
To link a recurring payment, you’ll need to access the Donor Accounts area of your organization’s control panel, which can be reached by clicking Donors within the Reporting menu.
In the Donors table, click any item in the Transactions column next to the name of the donor to whom you’d like to link a recurring payment.
You'll land in the Recurring Payments tab.
Click the gray Link Recurring Payments button.
In the resulting drop-down, select the recurring donation you’d like to link to the donor.
When you’ve selected a recurring donation to link, click Link Recurring Payments. You may also choose to Cancel your actions.
The payment will now appear in the Recurring Payments Table and be accessible to your donor via their donor account.
You can link more than one recurring payment by repeating the steps above. If you’d like to unlink a recurring payment, click Unlink.
The payment will no longer be linked to the donor and won’t appear in the linked payments table.
Your donors can also link payments to their donor account themselves! We've created a handy guide to walk your donors through that process: Linking Recurring Donations Handout.