Edit recurring gift status

1. Access the record of the recurring gift to edit. For information about how to access a recurring gift record, refer to Search for Transactions.

2. Under Tasks, select Edit status. The Edit recurring gift status screen appears and displays the current status of the recurring gift.

   Tip: You can also edit the status of a recurring gift from the Transaction summary section. Under the status, select Edit status.

3. In the Set new status field, select the new status of the recurring gift.

   When you select a "Held" status, you can enter the total number of installments to skip.

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

   The activity table displays a table that updates based on the number of skips you enter. Installments include:

   • The installment immediately before the skipped installment

   • One or more skipped installments

   • The expected installment after one or more skipped installments

4. In the Reason code for status change field, select a reason for the change.

   Tip: To add or edit reason codes for status changes, from Revenue, select Reason codes under Configuration. From the Reason Codes page, select the Revenue tab. Any reason code you add for a "Held" status is available for skipped installments.

5. Select Save. You return to the recurring gift record.