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Recurring Donations / Transactions

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  • Recurring Donations / Transactions

    Hi there,

    We would like to update the transaction days for our recurring donors into one or a handful of days during the month. I can see in the "Manage Recurring" button on a donor's transaction page, there is an option for "Edit / Update" and it displays the "Next Installment Date" that can be manually updated. Does updating the "Next Installment Date" option then update the subsequent transaction dates, or only the next one? For example, if someone is donating on a monthly basis on the 29th, and we change their next installment to the 28th of the following month, do all following months change to the 28th?

    If this is the not the process, can you tell me how we can update the master transaction for a new day?

    I've included a screenshot of the location that I am referencing.

    Thank you!
    Attached Files

  • #2
    Good day @STW13

    Yes, once you update the next installment date to 28th, all subsequent installments date will be the 28th.
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    • #3
      Thank you!