Recurring section in revenue
Last updated August 5, 2026
Objective
This guide explains how to navigate and manage the Recurring section within the Revenue module. This dashboard is the central hub for tracking all subscription-based payments, such as memberships or recurring product sales, providing a comprehensive view of projected revenue and subscription health.
Key Steps
Step 1: Access the Recurring Dashboard
Navigate to the top of the Recur dashboard and click on the Revenue tab.
Select Recurring (the second option in the dropdown menu).
Source of Data: Note that all entries on this page are generated automatically based on Products you have previously configured with a "recurring" payment setting.
Step 2: Utilize the Revenue Forecasting Overview
At the top of the page, use the high-level overview cards to project upcoming income. These boxes serve as Quick Filters that, when clicked, isolate subscriptions based on their next billing date:
Next 90 Days: View revenue expected within the current quarter.
91 to 180 Days: View mid-range projected revenue.
181 Days to 1 Year: View long-term annual projections.
Over 1 Year: View projections for long-dated subscriptions.
Auto-Renew: Specifically filter for subscriptions set to renew automatically.
Step 3: Monitor Subscription Details
The main list provides a granular breakdown for every recurring sale. You can view and interact with the following data points:
Buyer & Invoices: Identify the customer. You can click on the invoice numbers directly to open the full billing history.
Salesperson & Dates: Review the assigned salesperson, the Start Date, and the Expiration Date.
Status Indicators: Instantly see if a subscription is Active, Cancelled, or Expired.
Financial Tracking: View the Total Price, the amount already Paid, and the scheduled date for the Next Payment.
Step 4: Manage Active Subscriptions
Within the list view, you can perform administrative actions on individual subscriptions:
View Invoice: Review the specific financial document associated with the subscription.
Cancel Subscription: Terminate the recurring billing cycle directly from this interface.
Step 5: Filter and Sort by Status
On the left-hand sidebar, use the status filters to organize your view:
Toggle between Active, Expired, and Cancelled views.
Review the specific revenue numbers associated with each status category to understand your association's retention and churn.
Cautionary Notes
Product Creation: If a sale is not appearing in this list, verify that the original Product was set as "Recurring" in the Revenue > Products section.
Cancellation Impact: Cancelling a subscription here stops future automated billing but does not automatically issue a refund for past payments. Refunds must be handled via the Payments section.
Filter Persistence: Always check which top-level revenue box or sidebar status is selected to ensure you are viewing the complete set of data you need.
Tips for Efficiency
New Sales: You can initiate a new recurring transaction directly from this page by clicking New Sale in the top right corner.
Forecasting Growth: Regularly check the 90-day and 1-year boxes to help your association's leadership plan for future budget allocations based on guaranteed recurring income.
In-Depth Filtering: Use the advanced filter tool at the top of the list to search for specific date ranges or buyer names when managing a large volume of subscriptions.