How do I manually edit recurring commitments?

Overview

When donors contact your organization directly or you need to make administrative changes, you can manually update recurring commitments from the contact record. 

Step 1: Access the commitment from the contact record 

1. Navigate to the donor's contact record 

2. On the Overview page, find the commitment under Financial > Commitments 

3. Click the action menu (three dots) next to the commitment 

4. Select "View/Edit" 

Alternatively: 

1. Go to the Recurring Commitments section on the contact details page 

2. Click "View" next to the commitment you want to edit 

Step 2: Edit commitment details 

From the commitment details page, you can make various changes: 

1. Change the amount 

2. Add an end date 

3. Change the next payment date 

4. Add or update payment information 

5. Add or change details like: 

   1. Source code 

   2. Market source code 

   3. Attribution 

   4. Notes 

   5. Custom contributions fields 

Step 3: View commitment history 

On the commitment details page, you can: 

1. See whether your donor responded to a recurring upsell lightbox 

2. View all historical contributions on this commitment 

3. Edit individual contributions if needed 

Step 4: Save your changes 

1. After making the necessary updates, save your changes 

2. Changes will be reflected in the donor's next payment cycle 

What else do you need help with? 

• Understanding Recurring Commitment Changes 
• How do I update recurring commitments with self-service pages? 
• How do I end a recurring commitment? 
• How do I track changes to recurring commitments?