PSG Donors - Auto Donations/Recurring Gifts: How to temporarily disable a donor's recurring gift for them

How to temporarily disable a donor's recurring gift for them

Click on Reports → Auto-Donations

auto-donations

Search for your donor by name.  We recommend starting your search with the donor’s last name and then refining your search further if needed:

Cancel_Recurring

 

  1. Enter the donor’s last name
  2. Click Search.  If you have too many results, add their first name and click Search to further refine your results.
  3. Locate your donor’s recurring transaction then click on the Action dropdown
  4. Click  Disable to temporarily disable this recurring gift.

Once a recurring gift has been Disabled it will not process unless you Enable it again.  To permanently disable a gift you can delete it from the Donor portal.

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