Recurring payments

Pour :Administrateur

A subscription (or recurring payment) is a donor's automatic commitment to give the same amount every month. Once it is set up, Unisoft drives the entire cycle: automatic direct debits, generation of tax receipts, retries on failure, notifications. All you have to do is supervise.

The Recurring payments screen (/app/paiements/recurrent) is the control center for all subscriptions in your community.

What do you want to do?

🧭Understand a subscriptionThe concepts: parent subscription, child payments, automatic cycle.Découvrir →📋View my subscriptionsList, KPIs, status tabs, search, filter panel.Découvrir →🔍View the details of a subscriptionSide panel: direct debit, billing, mandate, history.Découvrir →➕Create a subscriptionManually enter a subscription (card or direct debit).Découvrir →⏸️PauseTemporarily suspend automatic direct debits.Découvrir →▶️Reactivate a subscriptionResume direct debits after a pause.Découvrir →🛑Cancel permanentlyEnd a subscription (irreversible action).Découvrir →💳Manage an expired cardAutomatic detection, donor reminder, resumption.Découvrir →🔗Send an update linkPersonalized link for the donor to change their card.Découvrir →⚠️Handle direct debit failuresInterrupted status: 3 failures, intervention required.Découvrir →🎛️Filter subscriptionsAdvanced filter panel (status, method, platform, amount).Découvrir →📜View generated paymentsHistory of direct debits attached to a subscription.Découvrir →📤Export subscriptionsExcel download for analysis, audit, accounting.Découvrir →🧾Tax receiptsPer-debit receipt vs annual summary.Découvrir →🚦Understand the statusesComplete reference of the five statuses (In progress, Interrupted, etc.).Découvrir →🤝Subscriptions and pledgesHonor a donation pledge with an automatic direct debit.Découvrir →🔀Multi-reason subscriptionA single subscription split across several pledges.Découvrir →🏦Bank feesUnderstand the fees auto-calculated by platform.Découvrir →✉️Automatic notificationsTriggered emails (failure, expiration, interruption).Découvrir →

Before you start: the core idea

A subscription has two sides:

Side	Description	Example
The parent subscription	The initial commitment. Holds the monthly amount, the method (card or direct debit), the duration, the status.	"David Cohen, 50 €/month for 24 months, Visa card ****1234"
The child payments	The individual direct debits generated each month. Each has its own date, status, and possible tax receipt.	"50 € debited on May 15, 2026, success, tax receipt sent"

The Recurring payments screen displays the parent subscriptions. The Payments screen displays all one-off payments and child payments mixed together.

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Distinct from the Payments module

Recurring payments are a separate module, distinct from the Payments module which covers one-off payments (manually entered or received only once). If you are looking for the overall history of all collections (one-off + recurring), use the Payments module.

Module overview

A subscription's cycle is entirely driven by Unisoft:

A nightly task (every night at midnight) checks all in-progress subscriptions and triggers the due direct debits. You have nothing to do day-to-day — only react to unusual cases (expired card, interrupted direct debit).

The five statuses at a glance

Status	Color	Meaning	Expected action
In progress	Green	Automatic direct debits active	Nothing — everything works
Interrupted	Red	Three consecutive failures, manual intervention required	Contact the donor
Expired card	Red	The donor's card has expired	Send an update link
Paused	Orange	Suspended by an administrator (often following a refund)	Reactivate when the time comes
Completed	Purple	Planned duration reached or subscription canceled	Read-only, can be renewed

→ Full detail of each status

Supported payment methods

For a subscription, only two methods are possible:

• Bank card — via Stripe, PayGreen, PayPal, Cardcom, Authorize.net and several other platforms depending on your geographic area
• Direct debit (SEPA, Bacs, ACH) — mostly via GoCardless

Other methods (check, cash, transfer, in kind) do not lend themselves to recurrence — they stay in the Payments module.

Typical cases to know

Situation	How to react
A donor wants to temporarily interrupt their direct debits	Pause then Reactivate later
A donor wants to stop permanently	Cancel the subscription
Their card has expired	Send an update link
Their direct debit has failed several times	Interrupted status: contact the donor
They are changing bank (new IBAN)	Cancel the old subscription and create a new one
You have refunded one of their direct debits	Unisoft automatically proposes pausing. See Refund a payment

Going further

• View my payments — overview of all collections
• Refund a payment — impact on the subscription
• Donation pledges — commitments to be honored in several direct debits

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Good daily reflex

Once a week, open the Interrupted and Expired card tabs: these are the only situations that require your intervention. The rest runs on its own.