How do I edit a donor's recurring donation?

Updated: 01/12/2021
Article #: 88


As an administrator, you're able to edit a giver's recurring donation via the Virtual Terminal. 

 

 

To edit a recurring donation:

 

1. Log into your account

2. Click on Virtual Terminal located on the left-hand side panel of your dashboard

3. Once in the Virtual Terminal, click on Contacts> then search/select the giver of the recurring donation

4. Click on Manage Recurring

5. Select the recurring donation you want to edit> then click on the green Edit button

6. Here, you're able to make various changes

  • Change Billing Option
  • Change the amount under Earmark
  • Change the total billing cycles
  • Pause, or cancel the recurring donation. 

7. Save Changes.

 

 








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