Supporters may contact you to alter their recurring credit card donations: the recurring amount, the date of payment, or the payment frequency.
If a recurring donation template has been edited, it will be indicated under the amount fields in the top left corner. Click the word "edited" to open a window that lists the history of the edits that were made and which Campaign Manager made the edits.
Canceled or Completed recurring donation templates cannot be edited.
The Engage user must have the "Cancel, Refund, & Edit" permission for "Transactions" under "Transaction Management" in order to edit recurring donation templates
If a recurring donation template has only "Credit Card Check" installments remaining, then it cannot be edited. The CM should either wait for the credit card check to complete and charge an installment or cancel the recurring donation and ask the supporter to submit a new donation.
NOTE: for security reasons, credit card information cannot be updated at this time. Check with your merchant services provider to understand your options.
To edit a recurring donation...
- Click the Transactions button on the left.
- Search for the supporter whose recurring donation you wish to edit, or click on a transaction in the table below.
- Click on the blue pencil icon to the right of the Recurring Donation amount in the top left of the screen.
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On this Edit Recurring Donation window, update the amount, frequency, or schedule of any remaining installments for this recurring donation. All changes will only be applied going forward, not retroactively to charges that have already been placed.
If you change the donation amount, you will see an option to increase the donation amount to cover any processing fees. You'll see the total amount beneath the amount input field and on the final confirmation screen. If the donor did not submit to increase the donation to cover processing fees when submitted, you will have the option to increase the donation to cover fees.
Updating the next scheduled installment date will change the date accordingly for all future installments. For example, if you change the next scheduled installment of a monthly donation to occur on the 15th of the month, all future installments will also be charged on the 15th of their respective months. - Click Save when finished.