View and Modify Recurring Donations

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  • Avatar
    mdonaldson

    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

  • Avatar
    Sheley

    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 authorize.net 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! 

  • Avatar
    debbie

    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?

  • Avatar
    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

  • Avatar
    Leska Parker

    Is there a way to run a report of the recurring givers that includes how they give, which funds they give to and their contact information?

  • Avatar
    Emily W.

    Hi @lparker

    At this time, there is not an easy way to run this as a single report. While you can see a list of all those who are on the recurring givers list there is no breezy way to run a single report with all that information into one report. This is something that I have already documented for future discussions as I know others could benefit from this as well. Thank you for bringing this to our attention! :) 

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    admin

    How do I get to see a list of all those who are on the recurring givers list?

     

  • Avatar
    Emily W.

    Hello @admin!

    Great question! The only way to have a Report of the Recurring Givers is to pull up the List of Recurring Givers and Highlight the entire list of entries; then copy & paste it into Excel. This will appear in Excel the same way it does in the viewing window! 


     

  • Avatar
    wyndwoman

    Sometimes when users set up a recurring gift, they enter comments.  Most of the time, the comment does not pertain to individual contributions, but to the person's pledge in general, like "I've set this to start on August 1." 

    Then every single time a payment is made, the comment shows up on the individual contribution. 

    This is frankly driving me crazy.

    Is there a way to delete the comment from the recurring gift, rather than having to delete it from every single contribution after the fact?

    I don't want to have to turn off the ability to comment, because they are needed for some kinds of contributions, like Memorial Gifts.

  • Avatar
    Emily W.

    Hey @wyndwoman!

    We definitely want to make things in Breeze a breeze and I hate to hear that this is driving you crazy. I'd be frustrated too. However, for now, to remove comments will have to be done individually when editing the contributions. While this may not be ideal, I do hope the information is helpful!

    Would you consider sharing this on our request page? If so, please check out www.breezechms.com/features.

    Blessings!

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