cancelling recurring credit card

Gerri Dudenhoeffer
Gerri Dudenhoeffer
Name Dropper First Anniversary Facilitator 1 Blackbaud Certified
in Blackbaud Raiser's Edge NXT®: General Discussions

How do you cancel a recurring credit card payment?

Comments

  • Veronica Renzo
    Veronica Renzo
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Gerri Dudenhoeffer in NXT in the constituent's record click on work with gifts, Open the original Recurring Gift on the constituent's record in web view. Click Mark as: Terminated/Completed.

  • Gerri Dudenhoeffer
    Gerri Dudenhoeffer
    Name Dropper First Anniversary Facilitator 1 Blackbaud Certified

    @Veronica Renzo
    Thank you for helping but we are having trouble finding what to click on in the web view. What heading would you find the original Recurring Gift?

  • Veronica Renzo
    Veronica Renzo
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Gerri Dudenhoeffer in the constituent Giving History, the gift Type is Recurring gift. You want that, not the payment.

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge 2025 bbcon Attendee Badge

    @Gerri Dudenhoeffer If you select one of the recurring payments (I clicked amount) it will open side panel. There look for ‘related transactions.’ Click the amount there and it will give you the option to mark as complete.

    The recurring gift itself does not appear in the gift list I guess as no $ was received at that point.

    49fddc895524c825d24b8529fd895a76-huge-im


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