Dynamics Foundation: Cancel Recurring Donation

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:19 AM by Kevin Schmidt - HCPro

See Dynamics Foundation Donations Overview document for additional information regarding donations. 



1. Open the recurring donation record. Remember, recurring donation records have a Donation ID label that begins with FR-.  


 


2. In Donor Info tab, scroll down to Recurring Donation Info section and update the following fields 

  • Recurring Scheduled Date = Null/Blank (delete date) 
  • Recur Include Next Run = No  
  • Recur Status = Null/Blank (set to –Select--)


 


 


3. Save the record 

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