How to Cancel a Recurring Donation
- From the Welcome to CDM+ window, click on Donor Records.
- In the Donor Records window, setup a find to search for the donor. Then, click to highlight their record and click on the Engage tab.
- Under Engage, click on the hamburger menu on the right-hand side of the page.
- Next, click on Scheduled Gifts from the right-hand side menu.
- On the next page, you will see any active and/or pending scheduled recurring donations. To cancel a recurring donation click on Cancel.
- Then, click on Delete on the pop-up box to finish canceling this recurring donation.
- You will then see a pop-up box confirming the recurring donation has been canceled. Click on Ok.
- You will then be able to view the previous recurring donation under the Historical tab. You will see that the status is Canceled.
