Changing or Stopping a Recurring Gift

This article will walk you through how to:

Change the amount of a recurring gift
Change payment information
Change payment schedules
Cancel further payments

Note: This article is about recurring gifts which are different from pledges. To see the steps for changing or canceling pledge payments see here.

Change the Amount of the Recurring Gift

From the Dashboard:

1. Go to Donations > Recurring Gifts > Edit the Recurring Gift template you want to change
2. Click the Change this Recurring Gift button
3. Click the Change the amount of the Recurring Gift radio button
4. Enter the new amount and click the Change Amount button

Change the Payment Information

From the Dashboard:

1. Go to Donations > Recurring Gifts > Edit the Recurring Gift template you want to change
2. Click the Change this Recurring Gift button
3. Click the Change Payment Information radio button
4. Select whether the payment is Hands-On or Hands-Off (Note: if you're unsure what is meant by "Hands-Off" and "Hands-On" Payments, read up on it here)

If payment is Hands-Off (payment through Authorize.net)

1. Enter a New Start Date
2. Verify and/or edit the Payment Schedule accordingly
3. Enter the new Credit Card or eCheck information
4. Click the Apply these Changes button

If payment is Hands-On (payment NOT through Authorize.net)

1. Indicate whether the payment is:
   1. Identical (paid the same exact way each time, no data entry required)
   2. Some details will vary (some data entry required (e.g. entering a check number with each payment))
2. Click the Apply these Changes button
   
   

 Change Payment Schedules

From the Dashboard:

1. Go to Donations > Recurring Gifts > Edit the Recurring Gift template you want to change
2. Click the Change this Recurring Gift button
3. Click the Change payment schedule radio button
4. Enter a new start date
5. Enter the new schedule
6. Enter the amount of each payment
7. Click the Apply these Changes button

 Cancel Further Payments

From the Dashboard:

1. Go to Donations > Recurring Gifts > Edit the Recurring Gift template you want to change
2. Click the Change this Recurring Gift button
3. Click the Cancel further payments and close this Recurring Gift radio button
4. Click the Stop and Cancel this Recurring Gift button