Monthly donation plan change card details and cancelling

Search the donor in the Relationships Tab

Search by any of the fields available and click the donor’s name.

Click on the ‘details’ icon under Monthly Donation Plans

Edit Monthly Donation Plan

Click Edit to update:

• Start Date
• Monthly plan amount
• Status (Active, Cancelled, Paused, All installments have been processed)

Tip: If the donor doesn’t call back to reinstate the plan within 90 days, the system cancels the monthly donation plan and deletes credit card information.

• Number of Installments
• Private Donation Permission
• You can also change the solicitor if applicable 

Update the credit card information

Click Change Monthly Plan Credit Card

Change the card holder name, credit card type, credit card number, or expiry date as required.

Click Save.