This guide details how to manage and cancel recurring payments within the GiveSmart Events Org Hub.
Note: Available to Org Admins only.
Navigate to the Org Hub > Transactions
From here, you will see a list of upcoming recurring transactions that includes the scheduled date, name, origin (Event/Campaign Site), Amount, and Frequency. Columns can be sorted by selecting the column header.
Remove and Update a Card On File
Select a transaction to open the Transaction Detail on the right-hand side. From the here, you can select Remove to remove the current Card on File and replace it with a new one if needed.
Once the card is removed, select Add Card On File.
If the user currently has a Card on File within an Event Site, it will be available to select. Otherwise, select Pay with New Card to add a new Card on File.
Adjust the Recurring Transaction Amount
Navigate to the Org Hub > Transactions
Select a transaction to open up the Transaction Detail pane on the right-hand side. Select Actions > Edit Scheduler
Adjust the Amount > Save. The new amount will apply to the next scheduled payment and all future payments.
Note: The Frequency and Day of Transaction cannot be adjusted. If either of those need to be updated, the recurring payment should be cancelled and a new recurring payment initiated.
Cancel a Recurring Transaction
Navigate to the Org Hub > Transactions
Select a transaction to open up the Transaction Detail pane on the right-hand side. Select Actions > Cancel Transaction to cancel the scheduled payment and all future payments.
A confirmation modal will confirm if you'd like to cancel the payment and all future payments for the selected donor.
Additional Options
Select Completed to view or export a report of all Completed recurring transactions.
This report can be sorted by column, where the Status will return a status of Approved, Declined, or Cancelled.
Select any transaction to open up the Transaction Detail pane on the right-hand side.
For Cancelled Transactions, the Transaction Detail pane will note the user who cancelled the transaction.
For Declined Transactions, the Transaction Detail pane will note the date of the transaction attempt(s) made. From here, you may opt to select Remove to update the Card on File as needed.
For Approved Transactions, the Transaction Detail pane will note the approval date and Transaction ID #.
