Tip and Trick- Rescheduling and Editing a Payment Schedule

Julianne Manning -

Gala and Banquet season is in full swing and therefore this is the time of year when many donors’ recurring donation has completed and needs to be rescheduled. On the other hand, maybe your donor wants to change their current recurring donation. Stewardship Technology’s Donor Management platform makes it easy to reschedule or edit a payment schedule. Simply follow the steps below!

 To Reschedule a Completed Payment Schedule.

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

 

 

On the next page, you will be able to view all the payment schedules for a donor, including their statuses. Click to highlight their completed payment schedule and click on Reschedule Transaction.

 

On the next page, you can edit the payment account, amount of the donation, date of next gift, frequency, and add any additional comments. Then click on Submit to reschedule their donation.

To Edit a Payment Schedule

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

 

 

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.

 

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