PSG Reports- Auto-Donations: How to change a payment method on a recurring/scheduled donation

How to change a payment method on a recurring/scheduled donation

 As an admin you can use the following steps to stop a donor's recurring donations: 

  1. Hover your cursor over Reports → Click on Auto-Donations 
  2. Filter on donor name:
  3. Click the Action Button:
  4. Select the desired action:
    • More Info - takes you to the donor's account information screen:
    • Edit Fund/Amount - Allows the church admin to change the amount of the donation and/or the fund they are giving to.
    • Disable - 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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