Editing Recurring Transactions

When you edit a recurring transaction, you are editing the recurring transaction record.  This means that any future follow-on recurring transactions that are processed will use the newly edited information.  You are able to edit payment information (including payment account information) as well as the cart items for the recurring transaction.

To Edit Payment Information:

• Locate the recurring transaction record you wish to edit in the reporting area for Recurring transactions, and click the edit icon.
• A modal will open with the transaction's details. Edit any of the payment information fields (name, address, contact information, payment card/account information, etc.)
• Click 'Save' at the bottom of the modal.

To Edit Payment Cart Items:

• After clicking the edit icon to open the payment details modal for a recurring transaction record, scroll to the bottom of the modal to view the cart.
• Click the edit icon to the left of the cart.
• Make changes to the cart items (description, amount, Qty,  recurring criteria, Active status).
• Click 'Save.'