When people sign up for monthly donations, they get an email (Worldwide Foundation - Donations - Monthly Signup) with their auto generated 15 alpha-numeric password in it, as well as what date their donation runs on.

On that day, we attempt the donation as they set up

1. cron_jobs/donations/monthly.donations.php
2. Load their customer id
3. Get a list of all their credit cards saved and use the first one (there should be only one...)
4. Attempt to charge the total amount
5. If it fails, email donor, bcc'ing webmaster and foundation
   (Worldwide Foundation - Donations - Monthly Failure)
6. On Success
   1. Log the last run to the donations admin
   2. Save the donation to the crm, separate entries per area given
   3. If their credit card is going to expire NEXT MONTH - Email them to update their info
      (Worldwide Foundation - Donations - Monthly Expiring)

On January 4th, a year summary is emailed out to monthly donors
(Worldwide Foundation - Monthly Subscription - Year Review)
This uses the Renewal/Impact form that can be generated at any point in the mass mail system by using [RENEWAL] or [RECEIPT]. It also adds in a "Touchpoint" into the contact's CRM record.

If you need to update someone's donation areas (or include/exclude fee shifting), or what credit card they want to use, or what day it runs on, you can go into the Donations Admin and access their account page to make any changes. Just click the edit button  on the account you want to change.

If you want to pause/stop someone's automatic giving, simply click the pause button  or the play button to start them back up .

If you need to reset a user's password, you can also do that from the Donations Admin by clicking the Reset button by a donor's email address. It'll make a new password (15 character alpha-numeric) and email that directly to the donor in a hard-coded email.