Amending Or Cancelling Donations Through Action Network
Can Donors Manage Their Own Donations?
Activists who have a recurring donation set up should receive an email receipt each time their donation is collected. By default, this email will include a link to change their donation, update their card details, or cancel their recurring donation. We recommend leaving this setting selected.
You can find the Recurring Donation Settings within the Settings tab of your Group Management menu. To find out more check this guide: Getting Started With Action Network.
How To Amend A Donation For An Activist
1. Navigate to the Activist Record of the donor you're looking for, and scroll down to the section titled Recurring Donations. Here you can view any recurring donations the activist has set up.
2. Click on the Edit Donation link for the donation you wish to amend.
3. You'll be taken to the same page the activist would see if managing their own donation, with details of the payment instruction as well as a section to update card details. The box on the left will show the details of the donation along with links to enable you to edit or cancel future contributions.
If an activist needs to update their payment details they should do this themselves.
4. To amend the donation click on Edit Contribution.
5. On the following page you'll see two fields the NEXT CHARGE DATE and CONTRIBUTION AMOUNT. Amend the fields based on the donor's instructions and click on the button marked SAVE CHANGES.
6. You'll receive a confirmation message on the next screen to confirm the changes have been made.
How To Cancel A Recurring Donation For An Activist
1. Follow steps 1-3 in the above guide on amending donations. Then, click on the link marked Cancel Future Contributions.
2. You'll be shown a confirmation message with two buttons. To cancel future donations select CANCEL FUTURE CONTRIBUTIONS.
3. A confirmation message will appear in the top right of the page, and returning to the Activist Record will show that the donation status has been updated to Canceled.
If an Activist has more than one recurring donation set up this will only cancel one. If you need to cancel more than one, just repeat the steps above for each recurring donation.
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