How to handle missed or failed recurring plan installments
Sometimes, supporters may miss recurring plan installments due to various reasons. If a supporter wants to compensate for a missed donation, here's what you can do.
Limitations on charging missed installments
Fundraise Up doesn’t allow you to charge a supporter later for a missed installment. This means you can’t directly collect a past missed donation through the original recurring plan.
Recommended solutions
If a supporter intends to compensate for a missed donation, we suggest one of these methods:
- One-time donations: Guide the supporter to make separate one-time donations for each missed installment using your regular donation form or campaign page.
- Virtual Terminal: If the supporter prefers, you can make a donation on their behalf using Virtual Terminal. This allows you to securely enter the supporter's payment details and donate in their name.
Both methods let the supporter make the intended contribution as a separate donation, while keeping a clear record of the payment in Fundraise Up.
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When an installment fails on a recurring plan, for example because the supporter’s card is declined, Fundraise Up moves the plan to Retrying. Fundraise Up attempts the payment again later, usually within