Changing the Frequency of a Recurring Payment

If a donor wishes to change how often their recurring payment is processed, you can update the frequency directly on their recurring payment schedule.

Note: Changing the frequency updates future payments only. Previously generated payments are not affected.

Change the Frequency

1. Open the contact record.
2. Select the Payments & Recurring tab.
3. Under Recurring Payments, open the recurring payment you wish to edit.
4. In the Recurrence Details section, locate the Frequency field.

5. Select the new frequency from the drop-down list.
   
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Review the Payment Dates

1. After changing the frequency, confirm that the payment dates match the donor's preferred payment schedule.

2. Check the following fields:

3. Due Date – The date the next payment is due.
4. Next Take Date – The date the next payment will be processed.

5. Update these dates if required to ensure the recurring payment continues on the correct schedule.

Tip: The Due Date and Next Take Date will normally be the same.

Save the Changes

Click Save.

The recurring payment will now continue using the new frequency and will remain visible under the Recurring Payments section of the Payments & Recurring tab.