Collecting Regular Donations on Fundraising pages

TryBooking offers the ability for donors to set up weekly or monthly automatic donations – also known as Regular Donations.

You have the ability to turn this feature on or off per Fundraising page.

This article will take you through:

1. How to turn on or off Regular Donations
2. Reporting on Regular Donations
3. Refunding a Regular Donation
4. What happens to Regular Donations when you close a Fundraising page
5. How to cancel Regular Donations
6. What happens to Regular Donations when a donor’s credit card is declined
7. Changing fees and Regular Donations

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How to turn on or off Regular Donations

When you create a Fundraising page, you will have the option of whether or not to collect Regular Donations, this feature will automatically be turned on. 

To turn off Regular Donations during Create a Fundraising page:

1. From the left menu, click Fundraising and then Create a Fundraising page
2. In Step 1: Details, under the heading Regular Donations, flick the switch to Do not accept Regular Donations
   
3. Complete Step 2: Images and Step 3: Settings
4. Click Publish

For any Fundraising pages created prior to 21/7/20, the Regular Donation feature is turned off by default.

 To turn on or off this feature on an existing Fundraising page:

1. From the left menu, click Fundraising and then Manage Fundraising pages
2. Click on the name of the Fundraising page you wish to edit
3. On the Details tab, under the Regular Donations heading:
   • To turn on: flick the switch to Accept Regular Donations
     
     
   • To turn off: flick the switch to Do not accept regular donations
     By opting to turn off Regular Donations, you will be cancelling any active Regular Donations. Confirm you wish to proceed by clicking Turn Off Regular Donations in the pop-up
     
4. Click Save

 

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Reporting on Regular Donations

All donations made will display on the Donation Payments report. A new entry will display for each donation made for those that have opted for a Regular Donation.

If you wish to see a full list active regular donations per Fundraising page you can do so via the Regular Donation report. 

To access the reports:

1. On the side menu, select Reports
2. Under the Fundraising reports heading, select the report you wish to generate

 

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Refunding a Regular Donation

Refunding a Regular Donation is exactly like refunding a normal donation. For full instructions see: Refunding a donation.

Each donation will appear as a separate line item on the refund page, so you able to refund just one or selected donations if need be.

 

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What happens to Regular Donations when you close a Fundraising page

When a Fundraising page is closed, or your ABN is removed from your account, all active Regular Donations will be cancelled. This means that any future payments from donors will not be collected. Any previous donations from these donors will not be affected.

 

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How to cancel Regular Donations

If a donor no longer wishes to donate to your cause on a regular basis, they are able to cancel any upcoming payments via the CANCEL button on the last receipt/tax invoice they received from TryBooking.

If they cannot locate this button, you are able to cancel any future payments on their behalf.

To cancel future payments on behalf of the donor:

1. From the left menu, click Fundraising and then Find a donation
2. Enter in the donor's Last Name, and click Search
   To help narrow down your search, you also have the option to enter the data in the Fundraising page name, Donation ID, donation date, and Donor's first name.
   
3. Once you have located the donor, click on the Donation ID listed
4. When the Donation review page loads, click Cancel regular donation
   
   
5. A new page will open, where you will be prompted to confirm the cancellation. Click Cancel Regular Donation to confirm
   
6. The donor will receive an email confirming that any future payments will be cancelled

 

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What happens to Regular Donations when a donor’s credit card is declined

When a donor misses a regular donation payment because their credit card is declined, this will cancel their Regular Donations and any future payments will not be deducted from this card.

Should the donor wish to reinstate their Regular Donation, they will need to go through the Fundraising page once more and submit a new donation. 

 

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Changing fees and Regular Donations

TryBooking offers the ability to change who pays the donation fee. By default, this fee is paid by you, but you can also choose to pass this onto the donor.

To learn how to change who pays the fees, click here.

For Regular Donations, the fee is always paid by the person nominated to pay the fee under your Account Setting at the time of initial payment. This will not change for subsequent payments, even if you have adjusted your fee settings.