How to View, Edit, or Cancel a Donor's Recurring Payment Schedule

Julianne Manning -

Search for the donor under the Donors tab. Click to highlight their name and then click on View Transactions.

 

 

On the next page you will be able to view all the payment schedules for a donor, including their statuses. To edit a recurring payment schedule, click to highlight it, and then click on Edit.

 

On the next page you can edit the payment account, amount of the donation, date of next gift, frequency, and add any additional comments. Once you have made all your changes, click on Submit at the bottom of the page.

 

 

To cancel a donor’s recurring payment schedule simply click to highlight the scheduled donation and click on Cancel.

 

Use the drop-down box to choose the reason for cancelling and then click on Process.

 

 

You will now see the status of that payment schedule changed to Canceled.

 

 

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