Forms: Make changes to a recurring donation
In this article:
- How do I edit name or contact info for a recurring donation?
- How do I cancel/pause or edit payment information for a recurring donation?
How do I edit name or contact info for a recurring donation?
To edit name or contact information for a recurring donation, go to LGL Forms, and then click Donations/Payments > Scheduled Recurring. From here, you can either click the View/Edit link for the recurring donation you want to make changes to:
Or you can search for the recurring donation by typing the donor's name, if you know what it is, into the search field available on the "Received" tab:
Once the search result containing the recurring donor's name appears, you can click the View/edit original submission link within the most recent submission:
Then click any of the pen icons to make your update/s:
How do I cancel/pause or edit payment information for a recurring donation?
To edit or cancel a recurring donation for a donor, go to your LGL Forms account and click Donations/Payments:
Click the Scheduled Recurring tab:
Scroll through the list to find the name of the donor for whom you want to change the recurring payment information. Click View/edit below the date of their last donation:
From here, you have the option to change the donation amount or schedule, change payment information, and cancel or pause the recurring donation.