Managing Completed Recurring Transactions

Review all completed recurring donations. Sort by date, donor name, origin (campaign where initial donation is located), donation amount, and status. Download as a CSV report. Visit the Recurring Transaction report to review merchant account funding details from bath reports containing recurring donations only.

Locate 

1. Go to Org Hub > Transactions.
2. Click Completed.
3. Select a transaction to open the details.
   • Review the donor's contact information, origin, amount, frequency, and schedule date.
     • To edit details, visit the origin campaign.
   • Remove a card from a scheduled recurring transaction.
   • Add a card for a scheduled recurring transaction.
   • See all credit card activity.

Manage 

Choose to edit or cancel any completed transactions. The Reports page includes all recurring transaction details for the admin to manage. Visit Reports to learn more.

Locate actions

1. Select a transaction to open the details.
2. Click Actions.
3. Choose Edit Scheduler or Cancel Transaction.

Edit scheduler

Adjust scheduled and all future transactions.

1. Select a transaction to open the details.
2. Click Actions > Edit Scheduler.
3. Adjust the Amount.
4. When you've finished, click Save.

Cancel transaction

Cancel all future transactions.

1. Select a transaction to open the details.
2. Click Actions > Cancel Transaction.
3. Click Cancel Transaction.