Information Needed

See more
See less

Editing recurring subscriptions

  • Filter
  • Time
  • Show
Clear All
new posts

  • Editing recurring subscriptions

    A donor asked me to update their recurring donations from quarterly to monthly. Can I do that through Salesforce or Connect? Can the donor edit their subscription frequency?

  • #2
    Good day @GFA Staff

    Sorry, we don't have the option to change the periodicity of the recurring, you may change the next payment date but not the periodicity. All you need to do is cancel the existing recurring and set up a new one. To set up a new one you don't require to ask for the card information from the donor, you can use the "Card On File" option while setting up the new recurring with the desired interval period.​
    Click & Pledge Support Department

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

    Join us @ the educational webinars:
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday:
    Are you on Salesforce? Join us at the Power of Us Hub: