Edit the Status of a Recurring Gift

After you add a recurring gift, you can edit its status as necessary. For example, when you receive the final payment of a recurring gift commitment, you can change the status from Active to Canceled.

Active, Lapsed, and Held statuses are used for open recurring gifts where payments are expected either now or in the future. Any of these status values will always have at least one expected installment either today or in the future.

  • Active - Indicates that the donor is in good standing regarding their payments against this commitment.

  • Lapsed - Indicates that a donor is not currently in good standing. Use the Update recurring gift statuses business process to define rules that identify when a recurring gift should become Lapsed. You can also manually change the status of a recurring gift to Lapsed.

  • Held - Indicates that the next installment, either today or in the future, has been skipped, but payments are expected to resume again in the future (based on the date of the next expected installment). For more information about skipping installments, see Skip and Undo Skips for Recurring Gift Installments.

Canceled and Terminated statuses are used for recurring gifts against which the donor no longer plans to make payments.

  • Canceled - Indicates that the donor made a request to stop payments.

    When a donor requests to end a commitment on a future date, that date can be specified in the recurring gift’s End date field. The Update recurring gift statuses business process automatically updates recurring gifts to Canceled when the End date has passed.

    You can also immediately change a recurring gift to Canceled by editing the recurring gift status. When you make this change, the current date will be set as the End date of the recurring gift.

  • Terminated - Indicates that the donor stopped making payments. The donor is considered delinquent in regards to this commitment. Use the Update recurring gift statuses business process to define rules that identify when a recurring gift should become Terminated. You can also manually change the status of a recurring gift to Terminated.

Tip: You can run the Update recurring gift statuses business process to update multiple statuses at once. On the Update Recurring Gift Statuses page, you can view and manage recurring gift status update processes from one central location. From here, you can add, edit, and start your update processes. When you update recurring gift statuses in bulk, you save time by updating multiple statuses at once. You select to include specific payment methods, identify frequencies, and define rules for how the program handles recurring gift statuses during the update process. For more information about this process, see Update Recurring Gift Statuses.

  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.