In This Article:

    Deactivate ("Cancel") or Change a Recurring Donation

    In This Article:

      Sometimes data managers need to edit or deactivate a recurring donation that was directly entered into Salsa CRM. For example, nefarious agents may have compromised the credit card associated with the transaction, and a new one needs to be associated with the ongoing recurring transactions.

      This article applies only to recurring donations that were created in Salsa CRM.  To view how to cancel recurring donations that originated in Salsa Engage, please view 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.

      Change the Credit Card 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 in a new browser tab.
        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 Credit Card frame, click the New button to assign a new credit card to the recurring payment. 
      6. Click the OK button at the bottom of the window. All future recurring donations will be charged the new card. You will be returned to the details page for the donor.
      7. Close that browser tab and return to the donation screen.
      8. Click Save.
      9. After a couple of minutes, the system will automatically charge any active installments that are unpaid. If the installment is not paid after a couple of minutes, click the Make Installment button and charge the card manually.
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