View and Modify Recurring Donations

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    I was wondering how I automatically add recurring donations that aren't going through the online giving with Breeze? They are going through our bank monthly.  On the 1st and 15th of the month and they don't change much.  Thanks

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    Hey there.  Great question!  There are three basic options for you for transactions made to your bank (not through Breeze)

    1. If your bank does you can use automatic integration.  
    2. Have a bulk import file you upload each month of the same donations.  
    3. Continue adding them manually

    If you need further assistance with this please feel free to contact our support team and we'd be happy to walk you through some further options! 

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    One of our members has an expiring credit card. What link do I send her so she can change her credit card information? Or, do I simply delete the card that's expiring on our my (Administrator's) end and ask her to set up a new recurring charge with her new card?

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    Emily W.

    Hi Debbie! 

    If members have access to Breeze through member accounts, they can modify it as stated above. However, if they do not have access, you can simple delete the card by stopping the recurring payment on your side. 

    Here are a few more helpful resources:

    Allowing Members to Have an Account in Breeze

    Setting Up and Managing Giving Accounts

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