Managing Scheduled Recurring Transactions

Review all scheduled donations. Sort by date, donor name, origin (campaign initial donation was made), donation amount, and frequency. Download as a CSV report.

Locate 

1. Go to Org Hub > Transactions.
2. Click Scheduled.
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.

Manage 

Choose to edit or cancel any scheduled transactions.

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 scheduled and all future transactions.

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