Steps to edit a recurring gift in the admin portal
These steps will walk you through editing all areas of a recurring gift in the V2 admin portal. Please note: you may be required to re-enter the payment information when making changes to a recurring gift. This is to protect the donor and cannot be bypassed.
Search for the recurring gift
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Click the Data Entry tab
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Click the Recurring Gifts link from the Giving menu on the left-hand side
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Click the Use Simple Search button
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Type the donor name and click the Search button
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In the returned results list, click the Information button (blue circle with white i in the middle) to the left of the donor name
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Scroll down to the bottom of the page and click the Edit Gift button
Change gift details or schedule
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Click the link in the What is the gift for? section
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To change the designation: click the Change Designation button, search for and select the new designation
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To change the donation amount: type the new dollar amount in the Gift Amount text box
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To change schedule recurrence (weekly, monthly, etc.): click on the This will repeat drop-down box and select the new recurrence
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To change the next recurrence date: type the date in the starting on box
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To delete the schedule: click the Remove Schedule button
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Click the Add Note + button to add a note related to the schedule change
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Click the Save & I’m Done button when finished
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Click the Add Payment link in the Additional Funding section
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Scroll up and click the gift link in the What is the gift for? section
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Click the purple button to zero out Payment to Apply Today
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Scroll down to the funding section and click Credit Card or Bank Account. Complete the fields
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If the billing address is different from the profile primary address, un-check the Use the primary address check box and complete the billing address fields
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Verify the How much should be charged box shows 0.00
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Click the Add Note + button to add a note related to the schedule change
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Click the Save & I’m Done button