Monday, August 11, 2014

Editing Your Recurring Donation

Step by Step Instructions on How to Edit Your Recurring Donations

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Home Button
Click on the "Home" text to go to your dashboard.
If you have already set up a recurring donation and would like to extent it, pend/unpend it, or cancel it you can do that by following these easy steps.  



(Pending a donation will pause that transaction until it has been un-paused or unpened.)
1. While log in and go to your dashboard by clicking the "Home" button on the top right corner of the screen.
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2. Click on the "Reporting Tools" tab on the left hand side of your screen. 
3. Click on the "Recurring Donations I Make" tab. 
4. Find the recurring donation you want to change and click the "View More" button under the "View/Modify" column.
Screen shot 2014-07-30 at 11.14
5. Now you can choose to terminate, pend, and extend the number of periods for their donation.
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Terminate and set up a new recurring donation if:
1.  You have to change your payment information
2.  You want to change your billing cycle
3.   If you want to stop a recurring donation. 
(One thing that cannot be changed is the type of donation period, you have to terminate your existing recurring donation and set up a new one. For example if you had a recurring donation that was $10 weekly, you cannot change it to monthly. To change this simply terminate the existing recurring donation and create a new one.)

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