How to change the amount, date, frequency or fund on a recurring/scheduled donation
A donor cannot edit the date or the amount of a recurring donation.
To make changes the donor would either need to delete the existing gift then create a new gift or contact their church administrator for help.
To make changes the donor would either need to delete the existing gift then create a new gift or contact their church administrator for help.
- Hover your cursor over Reports then select Recurring Gifts.
- Filter by the donor's name.
- Click the Action Button then select the desired option.
Scroll down or click the following Action option links to learn more about them.
- More Info
- Modify
- End Recurring: Cancels the gift
- Payment Profiles
More Info - This option takes you to the donor's account information screen.
Modify - This option allows the church admin to change the amount, fund, frequency, and the scheduled date of the donation.
Payment Profiles - This option allows the admin to edit the payment method, add a new payment method, and change which payment method is used for the scheduled gift.
