Manage recurring contributions

Recurring contributions charge a contributor on a schedule: weekly, monthly, quarterly, or annually. You can see every one, pause or cancel one, follow up when a payment fails, and report on recurring revenue.

Offer recurring giving on a form

1. Click Forms and open the form.
2. Click the Settings tab.
3. Under Giving options, turn on Recurring.
4. Under Recurring options, choose Weekly, Monthly, Quarterly, or Annually.

Offering weekly removes spare change from the form.

See every recurring contribution

Click Transactions, then Recurring. The top shows how many are Active, your MRR (monthly recurring revenue), and how many are Paused. Each row shows:

• Contributor
• Amount
• Interval
• Next payment
• Started
• Status

Search by contributor or email, or filter by status.

To see only people who give on a schedule, go to Contributors and choose the Recurring view.

Pause, resume, or cancel

You can pause, resume, or cancel any recurring contribution. Canceling stops it at the end of the current period, in SmartChange and at Stripe.

Follow up on lapsed subscriptions

When a recurring payment fails, the subscription shows in Finance → Lapsed subscriptions. Use the views to sort them:

• All
• Retry-eligible: click Retry to charge the card on file.
• Needs the contributor: the contributor has to update their card first.

See When a recurring contribution fails. To win back people who gave before and stopped, open the Agent and choose Find contributors to win back.

Recurring contributions keep charging when you pause or close

• Pause new gifts in Settings → General stops new contributions. Recurring contributions keep charging.
• Close form in a form's Settings tab stops new payments. Recurring contributions keep charging.

Reports

In Reporting, use Subscriptions, Recurring revenue, and Retention and lapse. Each report has a date range, a form filter, Generate, Schedule, and Export report.

Questions? Email us at support@smartchange.app.

Updated on: 25/09/2026