Recurring Gift Summary

On the record of a recurring gift, you can skip upcoming payments and view a synopsis of its payment history under Recurring gift summary.

The Total received amount provides how much the donor already paid through the recurring gift.

The Consecutive payments total provides how many times the donor paid without a missed, skipped, or failed payment.

The Failed payments total provides how many times you didn’t receive payments because they didn’t process successfully — such as due to insufficient funds or a declined credit card — or the donor requested to temporarily stop them.

In addition, you can view pertinent details about the recurring gift such as its status, how often the donor makes payments, and when to expect the next one.

Under Recurring gift, you can view basic details about the gift's payment schedule.

  • First payment — When the donor made the recurring gift's first payment

  • Latest payment — When the donor made the most recent payment toward the recurring gift

  • Frequency — How often the donor makes payments toward the recurring gift. For more information, see Recurring Gift Schedule.

  • End date — The date the final payment of the recurring gift is due.

Under Status, you can view the current standing of the recurring gift, and when it entered its current status. For more information, see Recurring Gift Status.

Tip: You can update a recurring gift's status from the top of its record. For example, if the donor's credit card has reached its credit limit, you can change the status from Active to On hold to temporarily suspend payments. After the donor's credit card issues are resolved, change the status back to Active to resume payments starting with the next scheduled gift. Payments missed while the gift is on hold are never processed.

Under Next transaction, you can view how much the donor committed to pay at the next interval and when they'll pay it.

Under Amendments, you can view how many times the donor increased or decreased their payment amount. In the Last amendment field, you can also view when the most recent change to the gift — such as how much the donor gives, how often they give, or the fundraiser assigned to them — was made.

Tip: For details about a recurring gift's transactions, you can view its payments — received and failed — and any amendments under Recurring gift history on its record. For more information, see Recurring Gifts.

Donors may request to skip one or more upcoming recurring gift payments. If this occurs, you can skip one or more payments. Skipped payments will not process on their next scheduled payment date. To track skipped payments, (Skipped) displays next to Failed payment under Recurring gift history. For more information, see Skip Automatic Recurring Gift Payments.

Note: In the database view, you can manage certain details from the Gift tab of the recurring gift's record. From Records, Gifts, search for and select the recurring gift. For recurring gifts added in the database view, select Schedule to update information about how much (and when) the donor will pay at each interval. In the future, you'll be able to amend recurring gifts in the web view.