Close or Suspend Recurring Payment

If a donor no longer wishes to continue their recurring payment, you can update the recurring payment Status to either Payment Closed or Payment Suspended.

• Payment Closed – Permanently stops the recurring payment.
• Payment Suspended – Temporarily pauses the recurring payment. The payment can be reactivated at a later date if required.

Close or Suspend a Recurring Payment

1. Open the contact record.
2. Select the Payments & Recurring tab.
3. Under Recurring Payments, locate the recurring payment you want to update.
4. Click the recurring payment to open it.

Update the Recurring Payment Status

1. In the Recurrence Details section, locate the Status field.
2. Change the status from Payment Open to either:
   • Payment Closed, or
   • Payment Suspended.
3. Clear the Until Further Notice checkbox.
4. Enter the End date from which the recurring payment should stop processing.

Note: The recurring payment will continue to process until the specified End date. No further payments will be generated after this date while the status remains Payment Closed or Payment Suspended.

Save the Changes

Click Save before closing the recurring payment.

The recurring payment will now be closed or suspended from the specified End date and the updated status will be displayed under the Recurring Payments section of the Payments & Recurring tab.

Tip: If a donor intends to resume giving in the future, use Payment Suspended rather than Payment Closed. This preserves the recurring payment schedule and allows it to be reactivated more easily.