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How to update email on receipt for recurring payments?

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  • How to update email on receipt for recurring payments?

    We have a monthly donor with a recurring donation. She had one email address when the recurring donation was initiated and it has since been updated (in salesforce). However, her monthly receipt still shows her old email address and every month she asks us to update the email even though we explain to her that we do have the correct email address in her record. This has happened in the past with other donors and it seems to create a lack of trust.

    Aside from cancelling the recurring donation and creating a new one, how can we update the email address on her monthly emailed receipts?

  • #2
    Good day [email protected]g,

    You may can update the email address of recurring transaction in Connect Or in Salesforce.

    Please refer to the following links:

    Connect: http://help.clickandpledge.com/custo...ticles/2083953
    Salesforce: http://help.clickandpledge.com/custo...ticles/2203331

    Please check and let us know if we can be of any further assistance.

    Thanks,
    Last edited by CnP.Support.AM; 07-21-2016, 08:43 AM.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thank you, problem solved

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