Managing Recurring Donations (Plus/Professional)

Because the lifespan of a recurring donation pledge is likely to extend past the active use of the event site it originated on, recurring donations are managed from a central location on your Manager/Account page.

The Manager/Account page requires Account Manager status to access, but all Chairs of event sites will be granted access to the Manage Recurring Donations section of the account page from the event site.

To Access the Donation Management Screens:

Account Managers can access from Dashboard or Account Page:

On any of your event sites, go to Admin > View Dashboard > Your Account > Manage Recurring Donations, then click the Manage button next to Recurring Donations.

OR - Go directly to the Account Managers page: https://my.schoolauction.net or https://my.tofinoauctions.com.

Event Chairs can access from the Orders page or individual orders on event site:

Access to recurring donations from an event site will be limited to recurring donations created on that specific event site.

To view and manage recurring donations originating from other event sites:

  • Account Managers: Sign in to the Account Manager page.
  • Event Chairs: Access the recurring donation through the desired event site's Orders page.

An asterisk (*) next to a $0 Order Total indicates that the order is a recurring donation order.

To register a recurring donation order:

  1. Go to the event site's Orders page.
  2. Click the Edit icon next to the desired supporter's order.
  3. Click either Register Recurring Order button within the order.

Once registered, the recurring donation order can be viewed and managed from the Account Manager page.

To Manage Recurring Donations:

The Summary page provides an overview of the status and progress of all recurring donations and can be filtered to show donations by Name, Event, or Fund Name.

Click on the Action button to:

  • Manage Transactions (pause or cancel billing, issue refunds, retry failed transactions)
  • Edit Account (Donor's contact or credit card information, pledge details)
  • Issue a Receipt.

If a credit card becomes invalid, you can send an email requesting (and providing a link to) an updated credit card be provided.

Tip: Click on a Column Header to sort the page by that header.

Manage Transactions:

To make changes to the Account, Card, or Billing information, or to retry a failed transaction, click the Account Actions button.

To view the details of a transaction, click the status listed under the Installment Status column.

Edit Account/Card

Note: Changes made on the Edit Account Information form will not update the user's record on the event site or any other recurring donation account.