Donors may occasionally reach out by phone or email to update their recurring gift, even though they have the option to do so directly from their most recent recurring gift receipt. They may want to change their credit card or change the amount they're giving.
For those who prefer assistance, this article explains how to update a recurring gift in Classy.
1. In your Classy Manager Account, click Transactions.
2. Click Recurring Giving Plans.
3. Search for the Donor's Name.
4. Press the Enter Key.
5. Scroll down to the list of Recurring Plans.
6. Click on the Recurring Plan you'd like to update.
Update the Donor's Payment Method l Update the Recurring Gift Amount l Update the Recurring Gift Frequency
Update the Donor's Payment Method
7. Click Update.
8. Select the desired Payment Method.
9. Enter the new payment details.
10. Click Save.
The client's payment method has been updated.
Update the Recurring Gift Amount
7. Scroll down to Donation Amount.
8. Click Edit.
9. Change the Intended donation amount.
10. Click Save.
The Recurring Gift Amount has been updated.
Update the Recurring Gift Frequency
7. Click Edit.
8. Select the Frequency.
9. Adjust the Next processing date.
10. Click Save.
The recurring gift frequency has been updated.