PSG Admin - Reports/Auto-Donations: How to disable or delete a donor's recurring gift

How to disable or delete a donor's recurring gift 

  1. Click Reports → Auto-Donations
    PSG_Reports_Auto-Donations.png
  2. Search for the donor by name.  We recommend starting your search with the donor’s last name and then refining your search further if needed.
    • Enter the donor’s last name
    • Click Search.  If you have too many results, add their first name and click Search to further refine your results.
    • Locate your donor’s recurring transaction then click on the Action drop-down.
  3. From the Action drop-down, select End Recurring.
    PSG_Action_End-Recurring.png
  4. Check the Check-box for "I Understand" → End RecurringPSG_End-Recurring_END-RECURRING_check-box.png

 

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