On occasion, unfortunately donors may need to cancel their recurring gift. Canceling a recurring gift means that their credit card or bank withdrawal will no longer happen. The data needs to be updated within your payment gateway and within Causeview. With Causeview this is done in one simple process.
Once you locate the donor, find the recurring gift in the related list. Using the "Edit" or "Recurring Gift Management" button, you will be directed to the Recurring Gift Management interface which has all of your payment, recurring profile, and gift status options.
To cancel the recurring gift, update the “Status” drop down menu and change the value to “Canceled”. Once you click "Update Recurring Profile" the recurring donation will no longer be processed.
You can also select a Cancellation category for reporting purposes and even enter a specific reason if the donor had provided one.
You can also select a Cancellation category for reporting purposes and even enter a specific reason if the donor had provided one. These available reasons can be editable by your Causeview Admin by updating the picklist values in the Recurring Gift object field Cancellation_Reason_Picklist__c.