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.
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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?
~ AmandaTags: None
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