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plan for modifying or cancelling a recurring payment

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  • plan for modifying or cancelling a recurring payment

    I cannot find any documentation for managing an existing recurring payment.

    If someone wants to cancel their recurring payment- do I just delete the record in C&P Recurrings?

    What if someone is in a financial bind, and needs to reduce their payment, or (even better) increase it?- do I have to delete and recreate a recurring transaction?

    Is this all managed from the Salesforce side- or am I supposed to be managing this from the C&P site?

    ~ Amanda

  • #2
    Amanda,

    Please refer to: http://forums.clickandpledge.com/content.php?r=147-How-to-Cancel-a-Recurring-Transaction

    Recurring transactions may only be cancelled through the Click & Pledge Portal. We will be adding the recurring cancellation to Salesforce in the future releases but it is not there currently.

    To change a recurring, the best method is to cancel it and then start it again using the Virtual Terminal in Salesforce using the reference transaction if the same card is to be used.
    Regards,
    Click & Pledge Support Department

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