Skip and Undo Skips for Recurring Gift Installments

From the Activity tab of a recurring gift record, you can skip any expected installment in the following scenarios:

  • The installment date is no more than five days prior to the current date.

  • No payments or write-offs have been applied to the installment.

  • No payments have been applied to any installment after the one you want to skip.

  • There are no skipped installments after the one you want to skip.

When you skip an installment, you can select to skip one or more installments for a recurring gift. After an installment is skipped, the status for the recurring gift changes to "Held." On the Activity tab's timeline, the balance of the skipped installments changes to zero and the reason code you selected appears. At this point, the recurring gift is in a held state and no automatic payments will be generated for the gift.

Once a skipped installment is saved, you can undo the skip as long as the installment date is no more than five days prior to current date.

Tip: When an installment is due less than five days prior to the current date, the installment is eligible to be skipped or written off. If you skip an installment within this five day window, the recurring gift status remains "Active." The status only changes to "Held" when you skip an installment that is due today or in the future.

Tip: When an installment is due more than five days prior to the current date, the installment is only eligible to be written off. For more information about how to write off an installment, see Write Off a Recurring Gift Installment.

Refer to the following list to understand how the program handles skipped installments:

  • You cannot apply payments to skipped installments since skipped installments have a zero balance.

  • You cannot undo a skipped installment that occurs more than five days prior to the current date.

  • A recurring gift can skip no more than twelve consecutive installments at a time.

  • When you undo a skipped installment, the skip is removed from the Activity timeline.