Sometimes a supporter may request that you Pause their regular donations.
To do this, open the regular gift record you need to put on hold.
You’ll see the Supporter’s Recurring Donation Status is Active. We’re about to change it to On Pause. This is done by selecting the Pause/Unpause Donation button/menu item.
After selecting the pause option, a window will pop-up for you to verify some details before completing the change. This window requires the following fields:
Next Donation Date is the date the supporter specified as to when to resume the normal scheduling for the donations.
Pause Reason is an optional section to record the reason for the pause.
Notify User, you can also optionally choose who in your team needs to be notified of these changes.
When complete, you’ll see the Recurring Donation record Status has been changed from Active to On Pause.
This will indicate that there will be no further donations/payments for Stevie Nicks’ opportunity until the decided Next Donation Date. The system will reactivate the regular gift and re-commence processing payments on this next donation date.
A paused regular gift can also be unpaused using a similar process.
Locate the Recurring Donation and click on the Pause/Unpause Donations menu item.
If the opportunity was previously paused, then the Unpause Donations window will be displayed.
Select the Date from which the Regular Gift is to be resumed and then click on the Unpause Donation button.