Appearance
Recurring Donors
The Recurring Donors area lists people with an active or recently active recurring gift. Open a row to see charge history, the linked membership, and (for Super Admins) period-end cancel or undo. Donation products and suggested amounts are on Donation Products. Donation charges also appear in Payments when you filter Type = donation.
Used by: Admin and Super Admin (admin:view_donations). Cancel or undo: Super Admin (admin:manage_donations).
Routes: https://admin.uibeta.org/admin/donations/recurring (list), https://admin.uibeta.org/admin/donations/recurring/[id] (detail).
What the Recurring Donors list shows
- Go to Giving → Recurring Donors in the sidebar (or https://admin.uibeta.org/admin/donations/recurring).
- The list opens on the Active & past due filter by default.
- The other filters are All statuses, Cancelled, and Expired.
- Columns include amount, frequency, current tier, next charge, and status. Click a row to open the donor detail page.
Who can cancel or undo
Any Admin or Super Admin can open the list and detail (admin:view_donations). Only Super Admins see Cancel recurring gift and Undo cancellation (admin:manage_donations). Admins cannot cancel a gift from this screen.
Staff cannot change a donor's amount or frequency here. The donor does that at https://portal.uibeta.org/account/giving using Change my gift or Stop this gift.
What the donor detail page shows
When you open a gift (https://admin.uibeta.org/admin/donations/recurring/[id]), you see:
- Charge History — each completed charge, amount, and whether a receipt was sent.
- The linked member and membership — the donor, granted level, and renewal date when this gift is granting a membership.
- The dunning/grace state when a gift is past due — how many reminder emails have gone out and when membership access ends if payment does not recover.
- The audit trail of staff actions (Audit Log) — who cancelled or undid a gift, and when.
Use this page to confirm what is billed, whether a gift is already set to end at period end, and what staff have already done.
Cancel a recurring gift
Cancel is Super Admin only. The button reads Cancel recurring gift.
- Open the donor detail page.
- Click Cancel recurring gift. The confirmation is titled Cancel {firstName}'s recurring gift?.
- The dialog states that cancelling stops future charges, but the donor keeps membership and benefits through the paid-through date shown in the dialog — this is not immediate, and it does not refund the current period.
- Choose Keep gift active to leave the gift as-is, or Cancel gift to schedule the stop.
The donor receives the existing pending-cancellation email automatically. Staff do not send that email by hand.
Reconcile with Stripe
Reconcile with Stripe looks up this gift in Stripe. It does not create a charge. Use it when a subscription charge succeeded at Stripe but local fulfillment (LGL, grant, receipt, or notify) did not finish.
The button sits in the donor detail header, before Cancel recurring gift / Undo cancellation. Same permission as cancel or undo (admin:manage_donations). There is no confirmation dialog.
- Open the donor detail page (https://admin.uibeta.org/admin/donations/recurring/[id]).
- Click Reconcile with Stripe.
- Read the result banner. If Stripe shows the subscription still processing or canceled, no charge was created.
The button is hidden on terminal gifts (cancelled, unpaid, or expired).
Undo a cancellation
- On a gift that is already set to end at period end, click Undo cancellation.
- The confirmation is titled Undo cancellation for {firstName}?.
- Choose Never mind to leave the pending cancel in place, or Undo cancellation to put the gift back on its normal schedule before the paid-through date passes.
Period end vs a missed payment
A voluntary cancel keeps benefits through the paid period. A missed payment goes into the 30-day grace/dunning path instead. A staff cancel is not the same as a failed charge, and it does not revoke membership on the day you click Cancel gift.
Need help? Contact Andrew.