PSG Reports - Recurring Gifts: How to change the amount, date, frequency or fund on a recurring/scheduled donation

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. 
  1. Hover your cursor over Reports then select Auto-Donations.
    PSG_Reports_Recurring_Gifts.png
  2. Filter by the donor's name.
    filter_on_last_name.png
  3. Click the Action Button then select the desired option. 
    auto-pay_Action.png
    Scroll down or click the following Action option links to learn more about them.

 

 

More Info - This option takes you to the donor's account information screen.
More-Info.png

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Modify - This option allows the church admin to change the amount, fund, frequency, and the scheduled date of the donation.
Modify.png

 

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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.
Payment_Profiles.png

 

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