If you need to edit a donor's recurring gift you can accomplish this on the admin side of Tithely!
User Permissions needed to access Giving
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.
Edit a Recurring Gift in 1.0
- Login to your Tithely account and Select Giving.
- Click the Back to Tithely 1.0 button.
- Under the 1.0 space click on the My Churches tab on the left side of the screen.
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Click View Giving Statements
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From there, click on the Recurring Giving tab in the upper right corner.
Video walkthrough for steps 1-5: -
You can then scroll down to the recurring gift you'd like to edit OR search for the recurring gift in the "Name or email" tab. Once you input the name or email simply click the green update button and the donation will populate.
Once you locate the donation, you will see this screen (names have been removed for privacy): -
You'll see a small edit symbol and a small pause symbol on the far left column.
The Edit symbol will allow you to edit the recurring donation.
The pause symbol will allow you to permanently pause a donation. You, as an administrator, can un-pause a donation, but the donor cannot.- Edit Options:
- Amount
- Giving Type
- Schedule
- Next Payment Date
- Payment Method
- Edit Options: