CDM+ Essentials

How to Cancel a Recurring Donation

  1. From the Welcome to CDM+ window, click Donor Records.

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  2. In the Donor Records window, setup a find to search for the donor. Then, click to highlight their record and click the Engage tab. 

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  3. Under Engage, click Scheduled Gifts.  

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  4. In this window, you will see any active and/or pending scheduled recurring donations. To cancel a recurring donation click Cancel

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  5. Then, click Cancel on the pop-up box to finish canceling this recurring donation. 

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  6. You will then see a pop-up box confirming the recurring donation has been canceled. Click Ok. 

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  7.  You will then be able to view the previous recurring donation under the Historical tab. You will see that the status is Canceled. 

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