PSG Reports - Auto-Donations: How to change the amount or date on a recurring/scheduled donation

How to change the amount or date on a recurring/scheduled donation

 As an admin you can use the following steps to edit a donor's recurring donation amount or date: 

  1. Hover your cursor over Reports then select Auto-Donations 
  2. Filter by the donor's name:
  3. Click the Action Button:
  4. Select the desired option from the Action menu:
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    • More Info - takes you to the donor's account information screen:
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    • Modify - Allows the church admin to change the amount of the donation, fund, frequency, and the date they are giving to.
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    • End Recurring - Cancels the gift
    • Payment Profiles - Lets an admin edit the payment method, add a new payment method, and change which payment method is used for the scheduled gift.
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