Forms: Manage the processing date for a recurring payment

To set and/or change the date on which a recurring donation is processed in LGL Forms, please follow these steps.

1. Navigate to the Donations/Payments tab in your LGL Forms account:

2. Click on Recurring, and then click the Scheduled recurring tab:

NOTE: If the payment is not scheduled within the next 30 days, you can update the donation by instead navigating to Donations/Payments > Received. Search for a past recurring donation from the donor. Select View to open the submission. Then select the View recurring payment info link to make updates to the donation schedule.

3. Click the View/Edit link within the recurring payment you want to update the processing date for:

4. Click on the Change Donation Amount or Schedule link:

5.  Select the day of the month on which you want the recurring donation to be processed, or update the donation schedule for the gift. Then click the Update Donation Info button: