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Edit a Recurring Donation

Increase or decrease a donor's recurring donation, update the credit card information, or change the donation's donation date and frequency

Maddy avatar
Written by Maddy
Updated this week

There are two primary ways to edit a recurring donation in GivingFuel! If you have full user permissions, we recommend using the Contacts tab to edit a donors recurring donations, as this allows you to view and edit all of a donor's recurring donation activity at once.

If you have limited user permissions we recommend editing the recurring donation from the Donations tab.

Edit a Recurring Donation From...

Edit a Recurring Donation from the Contacts tab

  • From the top menu bar, click the Contacts tab

  • Search for the donor's name or billing email in the search box

  • Click the eye icon next to the recurring donation you want to edit

  • Click the Recurring Donations tab on the left-hand side

  • Click the pencil icon next to the recurring donation you want to edit

  • Make the desired changes

  • Once completed, click Save


Edit a Recurring Donation from the Donations tab

  • From the top menu bar, click the Donations tab

  • Select the Recurring tab to the left of the search box

  • Search for the donor's name or billing email in the search box

  • Click the pencil icon next to the donation you want to edit

  • Make the desired changes

  • Once completed, click Save


FAQs

Can you update the CVV or expiration date without having to re-enter the full credit card information again?

To update the CVV and billing information on file, the system will require the admin to add the full credit card information again.

If a donor originally chose to donate a set number of payments, can they later change their donation to unlimited?

If a donor originally chose to donate a set number of payments, the system will only process that set number of payments, and cannot be changed to unlimited later. To change the donation to unlimited recurring donations, we recommend creating a new recurring donation.

If a recurring donor's card expires, but their card number stays the same, will GivingFuel automatically update their card's expiration date?

Webconnex Payments, our in-house payment processor, has an auto-card updater feature. When a donor's card expires but the card number stays the same, the expiration date is automatically updated. This ensures your organization continues receiving recurring donations without interruption, and removes the need for your team to follow up with these donors for new card details. This feature is automatically enabled, and available at no additional cost.

This feature is not available when using a custom payment processor. If you are currently using a custom payment processor and are interested in learning more about Webconnex Payments, click here.

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