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Recurring Profiles
A Recurring Profile is an open-ended donation subscription. The donor commits to giving a fixed amount on a fixed interval, and CauseVox charges the saved payment method on that schedule until the profile is suspended or deleted.
Recurring profiles differ from pledges. A pledge has a fixed total commitment and ends when paid off (see Pledges & Installments). A recurring profile has no total and no end date; it keeps charging until cancelled.
Accessing Recurring Profiles
- Navigate to Manage in the left navigation
- Select Recurring Profiles from the sidebar
- Use the status filter tabs to narrow the list
Recurring Intervals
A recurring profile is either monthly or yearly. There are no other intervals.
| Interval | Description |
|---|---|
| Monthly | Charged on the same day each month |
| Yearly | Charged on the same date each year (anniversary) |
If the donor's start date misses a charge cycle (e.g. the system was offline for a week), the donor is charged once for the current period, not retroactively for every missed period.
Profile Statuses
| Status | Description |
|---|---|
| Active | Subscription is processing normally |
| Past Due | A scheduled charge failed; Stripe will retry automatically |
| Failed | A charge failed and could not be recovered |
| Suspended | Subscription has been paused (by admin or donor); no charges are made |
There is no "Completed" status — recurring profiles do not end on their own. They run indefinitely until suspended or deleted.
Viewing Profile Details
Click any profile to view:
- Subscriber Information — name, email, address
- Subscription Details — amount, interval, start date, last charge date
- Payment History — every donation generated by this profile
- Payment Method — the card or bank account on file
Profile Actions
From the profile detail view, the Actions menu offers:
- Send portal link — email the donor a link to manage their own profile in the donor portal
- Move Profile — reassign the profile to a different campaign, site, or P2P page
- Update payment details — admins can update the card or bank account on the profile (donors can also do this themselves through the portal)
- Suspend Profile / Re-enable Profile — pause or resume the subscription. A suspended profile records a suspend timestamp and reason. Re-enabling switches the status back to Active.
- Delete Profile — permanently remove the profile. Past donations remain in the system; only future charges stop.
Handling Failed Payments
When a scheduled charge fails:
- The profile status moves to Past Due
- Stripe automatically retries the charge per its retry schedule
- If retries are exhausted without success, the profile transitions to Failed
To recover a Past Due or Failed profile:
- Contact the donor to update their payment method
- Send the portal link so the donor can update payment details themselves
- Or use Update payment details from the admin Actions menu
Finance Side
Every charge generated by a recurring profile creates a Revenue record — same as any other donation. The Revenue record carries the same finance fields: splits (fund allocation), credits (secondary attribution), solicitors, and tags. The recurring profile itself is the subscription contract; the Revenue records are the money received from it.
Related Articles
- Donations
- Pledges & Installments — committed, time-bound giving (vs. open-ended recurring)
- Revenue Basics
- Exporting Data