To view your recurring plans and transaction history, navigate to your user profile section by clicking your profile image in the top right and clicking "Profile", then click "Payments".
In the Transactions sub-tab, you can view historical transaction records, including Donations, Registrations and Purchases (tickets). Details related to each transaction, for example donation recipient and transaction amount breakdown, can be viewed in the detailed transaction record view by clicking on the transaction record. Transactions without a payment (for example, registration with no fee) do not appear in this list. PDF Receipts can also be downloaded from this interface for transactions which have an associated receipt.
In the Recurring Plans sub-tab, you can view all recurring plans you may have across the organization. This includes active, paused, and ended plans. The plan record displays amount, original charge date, interval, last charge, amount processed to date, and status, among other detailed information. Additionally, you can pause or end your plan from this interface by clicking "Pause" or "End" on a given recurring plan record. Donors can also modify their recurring plans in this interface, editing recipient, donation message, amount, interval, and charge date. To learn more, click here.
In the Payment Methods sub-tab, you can view your payment methods saved across the organization. Payment methods can be credit cards and (for select processors) bank accounts. Saved payment methods and those used for recurring plans show up in this interface. Payment methods display the credit card company, account holder name, the last four digits of the account, and expiration date. Payment methods not associated with any active recurring plans may be deleted from this interface.
This sub-tab is not available in some configurations.