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Amending a recurring gift?

Tami Collins

I have a donor who scanned our QR code at an event and meant to give a one-time gift but gave a recurring. He has asked that I make the change. I have gone to the Recurring Gift Summary and chosen Amend Schedule but it does not give me the option of converting to a one-time gift. How might I do this?

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Comments

Austen Brown

@Tami Collins - Unfortunately there is no way to convert a Recurring Gift to a Cash gift type. I recommend you charge the Recurring Gift once, the resulting cash gift will be recorded with a type of Recurring Gift Pay-Cash. Immediately following that, mark Recurring Gift's status field as “Terminated” to prevent future charges.

Tami Collins

@Austen Brown thank you for that! This is done in the database side? I do not see where to mark it as “Terminated”

Austen Brown

@Tami Collins - Is it set up to run automatically in Web View? You can tell by looking at the gift record in DBV and being unable to see the specific credit card/direct debit information.

Tami Collins

@Austen Brown on the web side I can see in RECURRING GIFT SUMMARY that today's gift that processed and it is set up to process every Thursday with the next one scheduled for 5/18/23. In the PAYMENT INFORMATION section I can VIEW CREDIT CARD INFORMATION and see last four of the card and expiration. I don't see any section or field where could type in or choose TERMINATED from a drop-down

On the DB side when I am on the GIFT tab the STATUS/DATE field reads ACTIVE but I am not able to change it. I can also click on SCHEDULE but once there, I cannot change anything and there is no field where I could enter or choose TERMINATED.

Austen Brown

@Tami Collins - Within Web View, locate the original Recurring Gift record. Near the top of the screen select “Mark As” > “Terminated”. Here's a screenshot to help out:

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Tami Collins

@Austen Brown THANK YOU THANK YOU THANK YOU!!! I knew it was somewhere right in front of me and I was just missing it!!!

Faith Murray

@Tami Collins, @Austen Brown is about as knowledgeable as anybody on the Community, and always helping out. If BB ever made an “All Around Good Guy” badge, then it would definitely go to Austen. ?