You are here:
Change, Close, or Delete a Legacy Recurring Donation
When a donor wants to modify how much or how often they give—or if they want to end a recurring donation—you need to modify or delete their recurring donation record. When you delete a recurring donation, NPSP deletes all related opportunity records.
- Change a Recurring Donation
Sometimes you may need to change a Recurring Donation based on new information from your donor. They may decide to shorten or lengthen the time frame of giving or perhaps increase or decrease the amount of each installment. - Close a Recurring Donation
When a donor wants to end a recurring gift, you can close the recurring donation record. Related open opportunity records are marked as Closed Lost by default, while Post opportunities are unchanged. - Delete a Recurring Donation
When you delete a Recurring Donation, NPSP deletes associated Opportunities.
Change a Recurring Donation
Sometimes you may need to change a Recurring Donation based on new information from your donor. They may decide to shorten or lengthen the time frame of giving or perhaps increase or decrease the amount of each installment.
In this situation, you can edit the Recurring Donation record but be aware that NPSP deletes and re-inserts any related open stage Opportunity records, which can result in lost data. For this reason we recommend that you close the Recurring Donation and create a new one.
You can also click Refresh Opportunities to schedule future Opportunities for the Recurring Donation and recalculate rollups.
Close a Recurring Donation
When a donor wants to end a recurring gift, you can close the recurring donation record. Related open opportunity records are marked as Closed Lost by default, while Post opportunities are unchanged.
- Navigate to the Recurring Donation you want to close.
- Click Edit.
- Select
Closedin the Open Ended Status field. - (Optional) Select a Closed Reason.
- Click Save.
All open child donations will be changed to a Closed Lost stage by default, or whatever you've specified in your Recurring Donations settings. Donations marked Posted remain unchanged.
On the Donations related list:
Delete a Recurring Donation
When you delete a Recurring Donation, NPSP deletes associated Opportunities.
If there are any associated Closed/Won Opportunities, you won't be able to delete the Recurring Donation. You must first delete these records manually before you can delete the Recurring Donation.
