When a family signs up for a payment plan or a recurring gift, FutureFund charges their card on a schedule. Each of these plans is a recurring payment. The Recurring Payments page lists every plan on your account, so you can see where any family’s plan stands, what they have paid, and when the next payment is due.

Finding Recurring Payments

1. In the Admin, go to Orders & Payouts.
2. Click Recurring Payments.

You only see Recurring Payments if your account offers recurring payments.

You can also open a plan from any of its orders. On the order’s page, click View Recurring Payment.

The Recurring Payments List

Use the Status filter to show plans with one status, or search by the purchaser’s name, email, or an order number.

Each row shows the Purchaser, Campaign, Amount, Frequency (Monthly, Weekly, or Annually), Status, and Next Charge. For a Pending plan, Next Charge is the date of the first payment.

Click View to open a plan.

A Plan’s Page

The top of the page shows Payments Made, Payments Remaining, and Total Payments. A plan with no set number of payments shows Ongoing instead.

Below that are the plan’s details:

When a payment is coming up, a Next Payment section lists the items that make up that payment.

Payment Orders

The Payment Orders table lists every payment on the plan, with its Payment number, Order number, Date, Amount, and Status (Paid or Pending). Click View to open that order.

Each payment is its own order with its own order number. That’s why one family’s plan can show up as several orders in your order list and in your exports. They aren’t duplicates: the first order is the sign-up, and each later order is one payment. See Campaign Export for how these orders appear in a spreadsheet.

When the campaign’s first payment date is after the day the family signed up, the sign-up order is listed first at $0.00, and the first payment is the next order.

Changing a Plan

While a plan is Active or Pending, these buttons appear at the top of its page:

• Change Next Charge Date: On an active plan, choose a new date for the next payment and click Save. Later payments follow on from the new date.
• Cancel Future Payments: Stops all future charges. Payments already made stay paid. If the family hasn’t been charged anything yet, cancelling also voids their order and returns their spot to sale.

Restoring a Cancelled Plan

When a cancelled plan still has payments left, a Restore button appears on its page. Click it and confirm to put the plan back on its schedule:

• Charging resumes on the next scheduled date.
• Payments that were missed while the plan was cancelled are not charged.
• A plan can’t be restored once its order has been voided.

Releasing a Spot

Release Spot appears on a cancelled sign-up that was never charged. Releasing voids the order and returns the spot to sale, so someone else can sign up for it. This can’t be undone.

When a Card Is Declined

If a family’s card is declined 3 times in a row, the plan is cancelled automatically and no more payments are tried.

If the family had never been charged (a sign-up still waiting on its first payment), they keep their spot after the plan is cancelled. The spot stays theirs until you click Release Spot.

For the email families get when a payment fails, see Orders.

Common Questions

Why does one family have several orders for the same campaign? Each payment on a plan is its own order. Open any of them and click View Recurring Payment to see them all together in the Payment Orders table.

How do I see what a family still owes? Open their plan. Payments Remaining shows how many payments are left, and Next Payment and Next Charge show the amount and date of the next one.

Can I restart a plan that was cancelled? Yes, if it still has payments left and its order hasn’t been voided. Click Restore. Charging picks up on the next scheduled date, and missed payments aren’t charged.

How do these payments show up in my export? The sign-up is a Sale row and each later payment is a Recurring Payment row. See Campaign Export.