Meghan Jones

    Recurring Transaction without recurring gift

    I have a constituent who wants to cancel her recurring gift. The gift was made through our general donation actionpage early last year. The corresponding transaction has a gift type of recurring, but there is no associated recurring gift. How do I cancel the recurrance?


    2 years ago

    Replies

    Anish Bhalla

    Hi Meaghan, are you using iATs as your payment gateway? 

    You would cancel all recurring gifts from the recurring gifts tab. If you navigate to that tab, look for that recurring gift number and go to that recurring gift's record detail page, you would either see only an "edit" button if you are on iATS or would see four buttons if your non-iATS.  The last of the four buttons is 'cancel recurring gift'. 

    2 years ago

    Meghan Jones

    The reccurrance is happening on a transaction that is whose gift type is recurring. The transaction is not otherwise linked to a recurring gift. However, the transaction has monthly payments associated with it. The transaction was set up using a web portal and is an auto bank draft.

    We are using Optimal Payments.

    2 years ago