--- schema_version: "1" id: 6d697bd05455b87813a24f00aec64ca96ca2e5d910093864560b529efcd8ab25 title: Change, Close, or Delete a Recurring Donation collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_change_close_or_delete_recur.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_change_close_or_delete_recur.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: c664a85fef22c8c59a42058d7d031ccde202854fa9b25e44e4bf40a28439f78c description: Learn how to update a Recurring Donation when a donor asks to change their donation amount, or their donation schedule. Also learn how to close (cancel), or delete a Recurring Donation. products: - Nonprofit release: "264" --- # Change, Close, or Delete a Recurring Donation Learn how to update a Recurring Donation when a donor asks to change their donation amount, or their donation schedule. Also learn how to close (cancel), or delete a Recurring Donation. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note Watch the Nonprofit Salesforce How-To Series video about [Managing Recurring Donations.](https://www.youtube.com/watch?v=eFA6lglenyo) - **[Change an Open-Ended Recurring Donation](https://help.salesforce.com/s/articleView?id=sfdo.npsp_change_close_or_delete_recur.htm&release=264.0.0&type=5)** Sometimes a donor asks that you change the amount, the day of the month the donation is processed, or perhaps the frequency of their Recurring Donation. - **[Change a Fixed-Length Recurring Donation](https://help.salesforce.com/s/articleView?id=sfdo.npsp_change_close_or_delete_recur.htm&release=264.0.0&type=5)** Often a donor chooses to set up a fixed-length donation because they have a target amount or duration that they want to donate for. Sometimes, though, your donor might ask that you change the amount, date, or length of their donation. - **[Close a Recurring Donation](https://help.salesforce.com/s/articleView?id=sfdo.npsp_change_close_or_delete_recur.htm&release=264.0.0&type=5)** Sometimes a donor requests that you end their Recurring Donation. Other times, you might lose contact with a donor and can't get current payment information. Here's how to close a Recurring Donation. - **[Delete a Recurring Donation](https://help.salesforce.com/s/articleView?id=sfdo.npsp_change_close_or_delete_recur.htm&release=264.0.0&type=5)** When you delete a Recurring Donation, NPSP deletes the associated Opportunities. If there are any associated Closed Won Opportunities, first delete the associated Closed Won Opportunities, then delete the Recurring Donation. ## Change an Open-Ended Recurring Donation Sometimes a donor asks that you change the amount, the day of the month the donation is processed, or perhaps the frequency of their Recurring Donation. Let's look at an example of changing a Recurring Donation using another monthly donor, Alan Hale. Alan is a longtime donor who recently started earning more money and is ready to donate more to his favorite charitable causes. Alan asks to increase his monthly giving from $50 to $100, starting on 6/1/2020. Let's walk through how to make that update. 1. Locate or create a Recurring Donation that you'd like to update. In this example we're going to use Alan's Recurring Donation record. 2. Click **Edit**. 3. Update these fields: 1. **Amount** = $100 2. **Effective Date** = 6/1/2020 4. Click **Save**. Take a look at the sidebar components on the Recurring Donation detail page. ![A Recurring Donation record with the Active Schedules and Upcoming Installments components highlighted.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/alan-rd-details.png) Active Schedules provides details about the current and future schedules. You can see that the Current Schedule is set to end on 5/31/2020, and the Future Schedule starts on 6/1/2020. ![Active Schedules on Alan Hale's Recurring Donation.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/alan-active-schedules.png) Upcoming Installments displays a list of planned installments. Notice that the current schedule of $50 per month runs until 6/1/2020, when the amount increases to $100 per month. ![Upcoming Installments for Alan Hale's Recurring Donation. The monthly amount is $50 through 5/1/2020. On 6/1/2020, the amount increases to $100.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/alan-upcoming-installments.png) ## Change a Fixed-Length Recurring Donation Often a donor chooses to set up a fixed-length donation because they have a target amount or duration that they want to donate for. Sometimes, though, your donor might ask that you change the amount, date, or length of their donation. Let's look at an example. Ron Morimura signed up to donate $1250 per quarter for one year (totaling $5000 for the year). However, soon after he initially signed up to donate, he called and asked to extend his giving for a second year. Let's walk through how to make that update. 1. Locate a Recurring Donation that you'd like to update. In this example we're going to use Ron's Recurring Donation record. 2. Click **Edit**. 3. Update these fields: 1. **Number of Planned Installments** = 8 (previously it was 4) 2. **Effective Date** = 7/1/2020 (or whatever the current date is) 4. Click **Save**. Before the update, Ron's Recurring Donation showed four Upcoming Installments. ![Ron Morimura's Recurring Donation showing four Upcoming Installments.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/morimura-four-installments.png) After the update, Ron's Recurring Donation now shows eight Upcoming Installments. ![Ron Morimura's Recurring Donation showing eight Upcoming Installments.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/morimura-eight-installments.png) ## Close a Recurring Donation Sometimes a donor requests that you end their Recurring Donation. Other times, you might lose contact with a donor and can't get current payment information. Here's how to close a Recurring Donation. 1. Locate the Recurring Donation you wish to close. 2. Click **Close Recurring Donation**. 3. Select a **Status Reason** and an **End Date**. 4. Click **Save**. ![Example of a Recurring Donation with the Close Recurring Donation quick action highlighted.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/close-recurring-donation.png) ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note Administrators: NPSP updates the Stage for open installment Opportunities according to the behavior defined in **NPSP Settings** | **Recurring Donations** | **Open Opportunity Behavior on RD Close**. ## Delete a Recurring Donation When you delete a Recurring Donation, NPSP deletes the associated Opportunities. If there are any associated Closed Won Opportunities, first delete the associated Closed Won Opportunities, then delete the Recurring Donation. To delete a Recurring Donation, find the record to delete and click **Delete**. When you delete a Recurring Donation, NPSP deletes the associated Opportunities. If there are any associated Closed Won Opportunities, you won't be able to delete the Recurring Donation. You must delete the Closed Won Opportunities before you can delete the Recurring Donation.