Manage Recurring Donations

Step-by-step instructions for managing recurring donations.

In MemberDrive, recurring donations are called memberships. You can edit or pause a membership, or cancel it entirely.

Find a membership

You can find a membership two ways: through a Member's dashboard, or by going to Payments, then Memberships.

Through a Member's dashboard

  1. Navigate to the organization dashboard.
  2. Click Members in the left-hand navigation.
  3. Search for the member that you want to find a membership for.
  4. Click on the member that you want to find a membership for.
  5. Click Memberships in the Member Dashboard navigation.
  6. Click on the membership that you want to view.

Member Dashboard

Through the organization dashboard

  1. Navigate to the organization dashboard.
  2. Click Payments in the left-hand navigation, then click Memberships.
  3. Search for the recurring membership that you want to find.
  4. Click on the membership that you want to view.

Memberships

Edit, pause, or cancel a membership

To edit a membership, click Edit in the upper-right corner of the membership page.

You can change the amount and frequency of the membership, the status of the membership, and choose a member's saved payment method.

Edit Membership

Cancel a membership

Sometimes it happens: a member will ask to cancel their upcoming donation, or to cancel their membership. As an organization admin, you can do this for them in just a few steps.

  1. Locate the membership that you want to cancel or pause.
  2. Click Edit in the upper-right corner of the membership page.
  3. Select Cancelled from the Status dropdown.
  4. Click Update Membership.

When you cancel a membership, any upcoming payments for that membership will also be cancelled.

Pause a membership

You can also pause a membership by setting a date in the future for the membership to resume.

  1. Locate the membership that you want to cancel or pause.
  2. Click Edit in the upper-right corner of the membership page.
  3. Select a date in the future for the membership to resume.
  4. Click Update Membership.

When you set the date to a date in the future, any upcoming payments for that membership will be paused until the date you set.

Need more help?

If you have any questions about canceling a recurring donation, please contact us at help@memberdrive.org. Or click the chat icon at the bottom of every screen. We're happy to help!

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by MemberDrive Fans