FAQ: How do I update a recurring payment?
The most important thing to remember is that to update a recurring payment you MUST be in the section called Recurring Payments.
Edits and modifications made in Transactions Report will affect a single transaction, but will not affect future payments.
To update information for all future transactions, navigate to the donor's record in Recurring Payments.
You may access a donor's recurring record two ways.
- Click on Recurring Payments from the main menu
- Click "Manage This Recurring Record" in one of the donor's transaction details.
Once you have navigated to the recurring payment record, you may do any of the following:
- Stop or restart the payment
- Update the donation amount or the fee cover amount
- Update contact information
- Change the designated program or gift restriction
- Change gift dedication information
- Update the payment method
- add Notes
The graphics below will take you through the page consecutively, section by section.
Transaction information
In this section you may stop, restart, or change the frequency of the payment. You may also change the amount and whether the fee is covered.
Reassign gift designation
If you use a dropdown menu for gift designation, you may reassign the fund or program. Click the green Update button, select a new designation from the dropdown and click Save Changes.
Update contact information
Update Payment Method
In this section you may update the debit/credit card or the bank account information or switch from one payment method to the other.
Add activity notes
In this section you may add notes to help you remember what happened and when, and by whom the change was authorized.
