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Update Monthly Donation Amount

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  • Update Monthly Donation Amount

    Hello!

    I had a monthly donor call wanting to increase their monthly donation amount. I could not find anywhere in Connect to update this information...is that correct?

    Thank you!

  • #2
    Good day @kbrien@childbridgemontana.org

    A recurring transaction may be edited for the Contact Information as well as the credit card but Amount and number of payments and interval cannot be changed as they are part of the recurring setting.

    If you wish to change those settings the recurring needs to be cancelled and re-initiated using the card on file feature. The change/cancellation may be done in either Salesforce or Connect by Managing the Recurring.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thank you!

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