Documentation
Documentation

Cancelling AutoPay enrollments

Membership Training Fundraising Training

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Note

To allow public users to cancel their own enrollments, see Allowing members and donors to cancel their own enrollments.

To cancel a recurring enrollment as a staff user, do the following:

  1. Navigate to the member or donor's account page.
  2. Do one of the following:
    • Update a membership enrollment: Click the Membership tab.
    • Update a donation enrollment: Click the Giving tab.
  3. Select View membership or View donation.
  4. From the Status drop-down, select Cancelled.
  5. Enter a Reason for cancellation.
  6. Save the changes to cancel the enrollment.

A Cancelled on date is displayed with the current date of the cancellation; this date cannot be overwritten. The name of the staff user who modified the enrollment will be automatically added to the Updated by field.

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Note

Cancelled automatic payment enrollments cannot be reactivated. When an enrollment is cancelled the Amount, Payment option, and Status fields are greyed out.