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Managing Commitments

A Commitment is a donation that automatically reoccurs on a set schedule, including weekly, biweekly, monthly, quarterly, semiannual, or annual.

Commitments records can be viewed or managed on behalf of donors within the Finance​

Commitments tab.

Within the Commitments tab, you may do the following:

  1. Actions: To view or manage a donor's commitment, hover over the donor's name then click Actions. You will then be able to select one of the following:

    1. View : Click View to review the details associated with a donor's recurring commitment.
    2. Edit: Click Edit to adjust the donor's details, donation amount, withdrawal schedule, or update payment method.
    3. Deactivate: Cancels the recurring commitment effective immediately. Note: Cancelling a commitment does not cancel a donation that has already been withdrawn. A void or refund will need to be issued if the commitment withdrawal was not intended by the donor.

  2. Export Export commitment data to a CSV spreadsheet that can be used for reporting.

  3. Filter Commitments can be filtered by status, start and end dates, amount, frequency, payment method, origin type, and contact details.