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How to Increase a Recurring Donation

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  • LiftDisability
    replied
    Thank you for assistance.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Yes- the new release 9.2 will offer cancel recurring as well as recurring management.

    The release has been scheduled for the week of December 7, 2015.

    Please let us know next week if you need help with the upgrade.

    Leave a comment:


  • LiftDisability
    replied
    Thank you, it did indeed answer my question. With the new update coming, is canceling a recurring donation going to be available through the Salesforce portal?

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Please see: http://help.clickandpledge.com/custo...rticles/801430

    Hope that answers your question. Let us know if we can be of more help.

    Leave a comment:


  • LiftDisability
    replied
    Thank you very much. Just for clarification, can you give me a quick review on canceling a recurring. I am using Salesforce. I have the VT covered. I just need a refresher on canceling the existing one.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    That is always a good problem. There are 2 ways of doing this:
    1. Start a new recurring with the same amount. You may do this in the Virtual Terminal and use the card on file for the payment.
    2. Cancel the existing recurring so it will not process again and use the VT to start a new recurring with the new amount.
    Hope that answers your question.

    Leave a comment:


  • LiftDisability
    started a topic How to Increase a Recurring Donation

    How to Increase a Recurring Donation

    We have a good problem. An existing donor would like to double their recurring donation. How do we make those changes or what is the best practices for making the changes to recurring donations?
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