Recurring Donations are a key aspect of Donor management. CoolFocus makes it easy to check, monitor, and deactivate recurring donations. This guide provides step-by-step instructions for managing these donations through the Donor Dashboard.
How to Check if a Recurring Donation is Set Up
Open the Donor dashboard in CoolFocus.
In the left menu panel, select Recurring Contributions.
Review the list displayed to locate the recurring donation associated with the Donor. Use this interface to confirm if the donation is already set up.
How to Cancel a Recurring Transaction or Deactivate a Duplicate
Open the Donor dashboard in CoolFocus.
Select Recurring Donations from the left menu panel.
Select the recurring donation you wish to deactivate from the list.
Click Edit at the top of the grid.
Change the status of the recurring donation to Inactive by UNCHECKING the Active box.
Enter a Cancelation Date and a Cancelation Reason from the drop-down options (Your list of Recurring Contribution Cancelation Reasons can be managed in the Validation Tables of the Settings menu.)
Click Save.
By following these steps, you can effectively manage recurring donations in CoolFocus, ensuring accurate and streamlined donor contribution records.