Allow for manual updates to credit card information in automated pledges

It's great that automated pledges can now be created in the web view, but there is currently no way to amend credit card information in the pledge record without having to create an entirely new gift. I've also discovered that automated pledges, unlike other gift records, cannot be deleted in web view or database view, and the only way I've been suggested to override the existing pledge schedule is to change the dates to far enough in advance that it won't be charged right away. All I'm trying to do is make a manual update to a donor's credit card information in their automated pledge. If a solution can't be found, I need to at the least be able to delete the duplicate pledge record or mark it as inactive/complete.

  • Jake Levyns
  • Jul 14 2025
  • Planned
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  • Erin Bullinger commented
    November 21, 2025 20:50

    I agree with Matt that this needs to be available ASAP. Writing-off is not a sustainable workaround as it distorts pledge numbers.

  • Matt Haynes commented
    November 14, 2025 16:54

    Need this option available asap - do not like the suggested work around for donor to have to create new pledge and then we have to write off - should be simple like recurring gifts.