In This Article:

    Deactivate ("Cancel") Recurring Donations or Change the Amount of a Recurring Donation

    In This Article:

      Deactivate a Recurring Donation

      1. Click Manage > Finances > Installments.... The Installments window will open.
      2. Locate the donor whose recurring donations you want to deactivate. The quickest way to do this is to enter their name in the Search all columns search field.
      3. In the table in the Installments frame, click the Template ID for the donor. The donations detail screen opens for the donor.
        2017-08-02_1519.png
      4. On the Payment tab to the top right of the screen, click the Details... button for the donor (whose status must be "Active"). The Recurring Details window opens.
      5. Click the Deactivated checkbox in the Amount frame; when prompted, click OK.
        2017-08-02_1529.png
      6. Click the OK button at the bottom of the window. All future recurring donations will be deactivated ("cancelled"), and you will be returned to the details page for the donor.
      7. Click Save.

       Change the Amount of a Recurring Donation

      1. Click Manage > Finances > Installments.... The Installments window will open.
      2. Locate the donor whose recurring donation amount you need to modify. The quickest way to do this is to enter their name in the Search all columns search field.
      3. In the table in the Installments frame, click the Template ID for the donor. The donations detail screen opens for the donor.
        2017-08-02_1519.png
      4. On the Payment tab to the top right of the screen, click the Details... button for the donor (whose status must be "Active"). The Recurring Details window opens.
      5. In the Amount frame, change the Recurring Amount.
      6. Click the OK button at the bottom of the window. All future recurring donations will be charged the new amount. You will be returned to the details page for the donor.
      7. Click Save.
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