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Product Documentation

Change, Close, or Delete a Recurring Donation

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.

Recurring Donation with the drop-down expanded to show the Refresh Opportunities action.

Close a Recurring Donation

  1. In the Nonprofit Success Pack, navigate to the Recurring Donation you want to close.
  2. Click Edit.
  3. Select Closed from the Open Ended Status drop-down menu and 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.

Donation record showing Closed status

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.