Monday, August 11, 2014

Editing Your Recurring Donation

Step by Step Instructions on How to Edit Your Recurring Donations

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.
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.
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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    To edit recurring donations, log in to your account, navigate to the "Donations" section, locate the specific donation you want to edit, select Edit or Modify, update the donation details, make changes, save the changes, review confirmation, verify payment, and keep track of the recurring donations to ensure they align with your preferences.