Reactivate Closed Or Suspended Recurring Payment

If a recurring payment has been Closed or Suspended, it can be reactivated from within the contact record once the reason for the closure or suspension has been resolved.

Examples include:

• The donor has provided updated credit card details.
• A temporary payment issue has been resolved.
• The donor has requested that their recurring donation recommence.

Once reactivated, the recurring payment will return to the Current tab under Money > Recurring Payments and will resume processing according to the configured payment schedule.

Reactivate a Recurring Payment

1. Open the contact record.
2. Select the Payments & Recurring tab.
3. In the Recurring Payments section, locate the recurring payment with a status of Payment Suspended or Payment Closed.

4. Click the recurring payment to open its details.
5. In the Recurrence Details section, change the Status to Payment Open.
6. Tick Until Further Notice and update the Start Date to the date the recurring payment is being reactivated.
7. Confirm the Due Date and Next Take Date are correctly aligned with the donor's preferred payment schedule.
8. Click Save.

The recurring payment is now active and will appear in Money > Recurring Payments > Current.

Important: Always click Save before leaving the contact record. Any changes made to the recurring payment will be lost if they are not saved.

Before Reactivating

Before changing the status to Payment Open, verify that:

• The donor has authorised the recurring payment to recommence.
• Any updated payment details have been entered, if applicable.
• The Start Date, Due Date, and Next Take Date accurately reflect when the next payment should be processed.