Edit A Donor’s Recurring Transaction

As a SecureGive administrator you have the ability to edit recurring transactions for donors. If they reach out to you and ask you to edit their recurring transactions, then follow the steps below. 

How to edit recurring transactions:

  1. Go to Reporting > Recurring Transactions.

  2. Click on the donor’s recurring transaction that you need to edit.

  3. Click the View Details button at the pop-out on the right.

  4. Click the Edit button. **You may want to take note of the location, category, and last four of the card number the recurring is currently running on in case you need it.** 
    1. Click to open the section that needs editing.
    2. If you need to change the Payment method, Under Payment, click Edit to change or add.
    3. Click Confirm when changes are completed.
    4. Donors will receive an email confirmation of the changes. 


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