You can view and manage all recurring donations configured within Vega in the Money tab. From this screen, you can monitor upcoming payments, identify suspended recurring payments, and reactivate them when required.

Access Recurring Payments

1. Go to Money.
2. Select Recurring Payments.

The Recurring Payments screen contains separate tabs for Current, Suspended, and Closed recurring payments, making it easy to manage payments based on their current status.

Current (Active) Recurring Payments

The Current tab displays all active recurring payments that are scheduled to process.

For each recurring payment, you can view information including:

• Frequency
• Payment Type
• Payment Amount
• Next Payment Due Date
   

Filter Active Recurring Payments

To display recurring payments within a specific period:

1. Select the Payment From or Payment To date. (If the date range is left blank, all current payments will be displayed)
2. Select other filters as required.
3. Click Refresh.

Print or Export

To keep a copy of your recurring payment list:

• Click the Printer icon to print the report.
• Export the results to Microsoft Excel for further analysis or reporting.

Add Results to a List

You can add the recurring payments displayed in your search results to a Vega List for future communication, reporting, or further processing.

Creating a list is useful if you want to:

• Contact donors by email or SMS.
• Create a targeted marketing or fundraising campaign.
• Save a group of recurring payments for future reference.
• Perform additional actions using Vega Lists.

To add the results to a list:

1. Click Add to List.

2. Select an existing list, or enter a new list name to create one.

3. Click Add Results to List.

Suspended Recurring Payments

The Suspended tab displays recurring credit card payments that have been suspended after unsuccessful processing attempts by the Vega Finance Server.

Common reasons a recurring payment may become suspended include:

• Insufficient funds
• Invalid credit card details
• Expired credit card
• Card declined by the payment gateway
• Transaction not authorised (for example, overseas restrictions)

Important: The exact reason for a failed transaction is determined by your payment gateway. Refer to the gateway's error codes for the specific failure reason.

Filter Suspended Payments

To display suspended payments for a specific period:

1. Select the Payment From or Payment To date. (If the date range is left blank, all current payments will be displayed)
2. Select other filters as required.
3. Click Refresh.

Print, Export or Add Results to a List

You can also:

• Print the suspended payment list using the Printer icon.
• Export the results to Microsoft Excel.
• Add the recurring payments search results to a Vega List for future communication, reporting, or further processing.

Configure Automatic Retry Attempts

Before a recurring payment is marked as Suspended, Vega Finance Server can automatically retry the payment multiple times.

To configure these settings:

1. Go to Admin.
2. Select Financial Settings.
3. Open the Recurring Payment Settings section.
4. Configure:
   • Number of retries (before a credit card recurring payment is suspended)
   • Number of days before next retry

These settings determine how many payment attempts are made and how long Vega waits between each retry.

Note: More information on configuring recurring payment settings can be found in the linked article Recurring Payment Settings

Reactivating a Suspended Recurring Payment

Once the issue has been resolved, you can reactivate the recurring payment.

Typical steps include:

1. Contact the donor if necessary to confirm or update their payment details.
2. Reactivate the recurring payment.
3. Vega Finance Server will begin a new payment retry cycle using the retry settings configured in Financial Settings.

Frequently Asked Questions

Why has a recurring payment been suspended?

Recurring payments are suspended after the configured number of unsuccessful payment attempts has been reached. Common causes include expired cards, insufficient funds, invalid card details, or payment gateway declines.

Will a suspended recurring payment process automatically again?

No. Once a recurring payment has been suspended, it will remain suspended until it is reactivated.

Can I change how many retry attempts Vega makes?

Yes. Retry attempts and the number of days between retries can be configured from:

Admin > Financial Settings > Recurring Payment Settings

Can I export a list of active or suspended recurring payments?

Yes. Both the Current and Suspended tabs can be printed or exported to Microsoft Excel using the Printer icon.