How can I accept global one-off and recurring donations?

You can encourage your community to support you by displaying a donation message across your website, allowing customers to make either one-off or recurring donations. 

Enabling donations

To activate donations on your site:

1. Go to Admin > Settings
2. Open the Fundraising tab
3. Check the Accept Donations option

Once enabled:

• A donation message will appear at the top of all customer-facing pages.
• A dedicated product group is automatically created, including:
  • Donation (one-off)
  • Recurring Donation

Recurring donation payment schemes are created automatically and cannot be edited. If a customer enters a custom donation amount, a corresponding payment scheme will be generated automatically.

Customer donation experience

When a customer clicks Donate Now, a pop-up window will display available donation options:

One-off donations

Customers can select or enter an amount and proceed directly to checkout.

Recurring donations

If a recurring donation is selected:

• The customer completes the checkout process
• They must agree to the Recurring Donation terms
• A payment schedule is automatically set up via Stripe for future payments

If your organisation is a registered charity and your Charity Commission number is added in site settings:

• Customers will be prompted to complete Gift Aid during checkout
• If not, this step is skipped

Note: If a recurring donation is in the basket, no other products or tickets can be added.

Managing donations (Customers)

Customers can manage their donations through their account.

• Go to My Account > Subscriptions 
• Subscription information, including schedule of payment, can be viewed via the Manage menu or by clicking on the Subscription ID

To cancel a recurring donation, customers can:

• Use the Manage menu, or
• Click on the Subscription ID and then on the Bin icon

A modal window will appear for confirmation:

When a recurring donation is cancelled, an email notification is sent to the product group organiser.

Viewing and exporting donations (Admin)

To monitor donations:

1. Navigate to Reports > Subscriptions
2. Use the search and filter options in the Manage menu

You can export donation data for further analysis:

• Excel
• PDF

Subscriptions can be viewed and cancelled via the Manage menu: