Card and Bank Account transactions can be set up in Gift Entry on an automated, recurring basis. Transactions cannot be edited after they have processed, but the schedule itself can be edited.
You also have the ability to edit the references (giving type, memo line, etc) or cancel any active recurring schedule.
To edit a Gift Entry recurring schedule:
- Navigate to the Recurring section.
- Click on the schedule you would like to edit.
- Click edit.
- Make desired changes and click Save.
If you would like to update reference for a donor initiated recurring schedule, click here.
If you would like to delete a recurring schedule, click here.
Please note that editing a recurring schedule that has been created in Gift Entry will require you to re-enter the payment method, as it will need to be re-tokenized for security and compliance reasons.
