As an Administrator, you have the ability to edit the references (giving type, memo line, etc) or cancel any active recurring schedule. If the schedule was created by an administrator through Virtual Terminal, you can also edit additional details of the recurring schedule (like frequency or amount).
To edit references on a recurring schedule:
- Click Recurring.
- Click the recurring schedule you would like to update.
- Click Edit References.
- Make desired changes and click Update.
When editing references, your donor will receive an email notification. See an example of this email, below: