A recurring gift can be changed at any time - the donor can manage it from their donor portal, and your staff can make the same changes on a donor's behalf. This covers the everyday changes: canceling, pausing, and editing. For recovering a failed payment, see Fixing Failed & Missed Payments.
Cancel ends the gift so no more payments are scheduled. You can record a cancellation reason and a note. Canceling doesn't touch gifts that already processed - it only stops future charges.
If the gift already had a pending period waiting on approval, canceling it removes that leftover period from the CoolPay Hub's Ready to decide queue and from the daily approval reminder email, since it can never be approved once the gift is cancelled. You can still find it under the Hub's All view and skip it there if you want it off the list. See CoolPay Hub: Reviewing and Approving Recurring Payments.
• Pause temporarily stops charges without canceling. You can set an optional resume date so it picks back up on its own.
• Resume restarts a paused gift and recalculates the next payment date from its schedule.
Pausing is the right choice when a donor wants a short break but intends to keep giving. Unlike a cancelled gift, a paused gift's pending period still needs a decision and still shows in the Hub's Ready to decide queue, since an auto-pause after a failed charge is often how that failure reaches a human.
Update the gift amount at any time. Amounts can be between $1 and $100,000.
Choose how often the gift repeats: Weekly, 1st & 15th, Monthly, Quarterly, or Annually.
Move the next payment date earlier or later to shift when the next charge happens. The schedule continues from there.
Point the gift at a different saved card or bank account. If the donor needs to add one first, see Managing Saved Payment Methods. Updating the payment method can also automatically resume a gift that was paused because its old method stopped working.
Donors can manage their own recurring gifts from the donor portal. Staff can make the same changes from the recurring gift record when helping a donor. Some admin-only actions (charging a missed payment, skipping a period, recording an offline gift) are covered in Fixing Failed & Missed Payments.
• Managing Saved Payment Methods
• Fixing Failed & Missed Payments
• Recurring Contributions
