Dynamics Foundation: Updating Recurring Donations

Recurring donations have an established recurring schedule type based on initial donation start set up (I.e. Monthly, Bi-Monthly, Quarterly, Semi-Annually, Annually).  

Update Recurring Donation  

To view all upcoming scheduled recurring donations, navigate to Donation Mgmt area and click on the Donations entity.  

From the Donations entity views drop-down, select the Upcoming Scheduled Recurring Donations view.  

Double-click to open the recurring donation record (outside of hyperlinks). 

In the recurring donation record, stay on the Donor Info tab and scroll down to the Recurring Donation Info section where you will see the Recurring Schedule and Donation Amount fields.  

• To update frequency, select new recurring schedule option from the drop-down menu.  
• To update the Donation Amount, simply replace the existing amount with the new amount in the Donation Amount field. 

Click Save & Close.  

Note: Changes made to recurring schedule or donation amount will be reflected on future recurring donations scheduled.