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How to Edit a Schedule in Donor Fuse

You can now edit a running schedule — no need to cancel it and create a new one. Change the card, amount, dates, frequency, or donor. Before you save, Donor Fuse shows a preview of every payment that will change.

Note: Only active schedules can be edited. If Edit Schedule doesn't appear on an older Donation or Pledge schedule, cancel it and create a new one.

Note: Edit Schedule is greyed out if you don't have the Edit permission for Schedules. Ask your account admin.

Edit a Schedule

  1. Click Donations on the Main Menu, then Schedules.
  2. Click the ⋯ button on the schedule's row, then Edit Schedule.

The ⋯ menu on a schedule row, with Edit Schedule

  1. Tick what you want to change, then click Next. The next step shows only the fields you chose.

What do you want to change?

  1. Make your changes, then click Next.
  2. Check the preview, then click Save Changes.

Note: Some changes don't need a preview. Then the button says Save Changes instead of Next, and one click saves the change.

Change the Card on a Schedule

Use this when a donor's card expired or the donor gave you a new card.

  1. Open Edit Schedule on the schedule (see above).
  2. Tick Payment method (Payment schedules) or Amount & details (Donation schedules), then click Next.
  3. Under Payment Type, select the donor's saved card. To use a new card, select Credit Card and enter the card details.

Payment Method on a Payment schedule

  1. Click Next, check the preview, then click Save Changes.

All upcoming payments of the schedule now use the new card.

Change the Amount, Date, or Frequency

  • Payment schedules: Tick Schedule & timing. Change the Next Date, Frequency, or Installments Left. The amount of each payment adjusts to the number of payments.
  • Donation and Pledge schedules: Tick Schedule & timing for the date and frequency, or Amount & details for the amount.

Schedule & timing on a Payment schedule

Then click Next, check the preview, and click Save Changes.

The Preview

The preview lists each upcoming payment with its old and new value.

The preview of the payments that will change

  • New: A payment that will be added.
  • Removing: A payment that will be taken off the end.
  • Modified: A payment that was changed by hand earlier. You can choose whether the new change applies to it.
  • Voiding: A pending or failed payment that will be voided. You see it only when you tick Void leftover pending/failed installments.