Edit a Recurring Donation

Edit a Recurring Donation (How To)

Use the following steps to edit a recurring donation and make changes to all future donations created from the edited template:

Open the recurring templates list
Recurring Templates List Window

Select and open the template to be edited
  • Single-click to select the template to be edited and click the Open button (or double-click the record)
Open Button

Make the necessary edits
Recurring Template Detail Window

Save your changes
  • Click the Save button and close the window
Save Button

Future donations created from this template will reflect these changes by following the current details of template.