Need to view or update the information for recurring series? You've come to the right place. Check out the steps below!

Note! Updating a recurring series will update the settings for any future transactions of the series. If you need to update any transactions that have already taken place, or if you need to update individual transactions within a series, please follow the instructions outlined here.

Viewing a Recurring Series

To navigate to a recurring series details page, you will want to go to the Contact's profile > click the Fundraising tab > then click 'Scheduled Recurring' from the drop-down. You will then want to click on the recurring series for the details.

Tip: You can also locate and click on Scheduled Recurring transactions from the Fundraising Tool.

Once you click on the series, the details page will open and have several fields which are discussed below.

Total Amount	The total amount of the recurring donation or revenue.
Received Date	The date the transaction was received.
Status	This is the status of the reoccurring series. Draft - the recurring series has been logged without choosing a payment option. Active - the recurring series is active and ongoing. Expired - The billing subscription has expired/reached the end date for the subscription. Unpaid- The billing subscription is suspended by the donor on the payment platform. Donors can choose to reactivate the subscription. Pre-canceled - the recurring series & future charges have been canceled and the status will switch to 'canceled' on the next renewal date. Canceled - the recurring series has been canceled.
Transaction Type	Whether the transaction is a Donation or Revenue. You can find more information on the types in Donations vs Revenues.
Gift Type	The type of gift (In-kind, Money, etc).
Receipt Settings	Whether the recurring transaction sends receipts for every transaction or a cumulative receipt at the end of the year.
Send Receipt Emails	Whether auto-generated receipts are sent via email to the payee/donor.
Impact Area	The Impact Area the transaction is linked to.
Campaign	The Campaign the transaction is linked to.
Soft Credit	The Contact who is a Soft Credit for this transaction.
Form	The name of the Form the transaction was submitted through.
Source	The Source of the donation.
Keywords	Any Keywords that you have added to the transaction.
Dedication	If the transaction was made in dedication to someone.
Notes	Any additional Notes about the Transaction.

You will also see a 'Paid Transactions' section at the bottom of the recurring series details page that shows you all of the transactions that have already taken place within this recurring series.

Edit Association for a Recurring Series

(1) Navigate to the Contact's profile > click the Fundraising tab > then click 'Scheduled Recurring' from the drop-down > click on the Recurring Series that you would like to edit.

(2) In the Recurring Details screen > click the Actions button > select Edit Associations.

From here you can edit the following associations for any future transactions within the series:

Receipt Setting
Impact Area
Campaign
Soft Credit
Source
Keywords
Dedication
Notes

Change Recurring Amount (Stripe)

Note: the ability to change a recurring amount is available for Stripe transactions only.

(1) Navigate to the Contact's profile > click the Fundraising tab > then click 'Scheduled Recurring' from the drop-down > click on the Recurring Series that you would like to edit.

(2) In the Recurring Details screen > click the Actions button > select Change Recurring Amount.

(3) Confirm the amount the transaction should be updated to for any future transactions.

Change Recurring Amount (PayPal)

There are two options for changing the payment information for an existing recurring donation processed via PayPal:

Ask the donor to sign up for a new recurring donation with the updated amount through a Keela Donation Form. Once they sign up for the new recurring donation, you can cancel their previous recurring donation, so they don't have two recurring donations set up.
Manually log their recurring donation in Keela with the updated amount. Once you sign them up for the new recurring donation, you can cancel their previous recurring donation, so they don't have two recurring donations set up.

Change Recurring Payment Method

Paypal

Ask the donor to sign up for a new recurring donation with the updated credit card details through a Keela Donation Form. Once they sign up for the new recurring donation, you can cancel their previous recurring donation, so they don't have two recurring donations set up.
Manually log their recurring donation in Keela with the updated payment method. Once you sign them up for the new recurring donation, you can cancel their previous recurring donation, so they don't have two recurring donations set up.

Stripe

Looking to make changes to your recurring payment via Stripe? Check-out our new enhancement here!

Change Recurring Payment Date

Ask the donor to sign up for a new recurring donation through a Keela Donation Form on the exact date they want it to start on (e.g. if I want to donate on the 13th of every month, they would sign up on the 13th). Once they sign up for the new recurring donation, you can cancel their previous recurring donation, so they don't have two recurring donations set up.
Manually log their recurring donation in Keela on the desired date (e.g. if they want to donate on the 13th of every month, you would log the donation on the 13th). Once you sign them up for the new recurring donation, you can cancel their previous recurring donation, so they don't have two recurring donations set up.

Cancel Recurring Series

(1) Navigate to the Contact's profile > click the Fundraising tab > then click 'Scheduled Recurring' from the drop-down > click on the Recurring Series that you would like to cancel.

(2) In the Recurring Details screen > click the Actions button > select Cancel Recurring.