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Updating a recurring gift without cancelling

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  • Updating a recurring gift without cancelling

    Has anything been address since this was posted 2018 to change how you manage recurring gifts in NPSP and Click & Pledge?

    https://forums.clickandpledge.com/fo...update-options

    This is a really important feature that makes it hard to do quick customer service for donors.

  • #2
    Good day @kjunger

    Sorry, it is not an option but we offer setting up recurring with the existing credit card on file. The challenge for changing the amount is how it will affect Salesforce transactions and NPSP's recurring since the projections are all based on the amount, frequency, and periodicity. When the amount changes projections all become invalid.

    Our suggestion is simple- simply cancel a recurring and start a new one using the card on file feature. This feature will make the bookkeeping simple and numbers and projections all are easily calculated.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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