Frequency changes and the next payment date

How the schedule works

The frequency controls how often payments repeat. The next installment date determines when the next payment occurs.

When you change a recurring plan to a less frequent schedule, its next payment date may stay the same. Review the next installment date and update it separately if the supporter wants to postpone the next payment.

Example: Change from monthly to quarterly

A monthly plan has its next payment scheduled for August 29. The supporter changes the frequency to quarterly without changing the next installment date.

The August 29 payment remains scheduled. The quarterly frequency applies to subsequent payments.

If the supporter wants the next payment to occur later, they must also update the next installment date.

Check the next payment date

Review both the frequency and the next installment date when updating a plan.

Dashboard

1. Open Recurring and select the plan.
2. In the Recurring plan section, check Frequency and Next installment date.
3. If the date needs to change, click Edit payment details, update the next installment date, and save the changes.
4. Check that the plan shows the intended next payment date.

Donor Portal

1. Open the plan by clicking View details.
2. In the Details section, click Edit.
3. Review Frequency and Next installment scheduled for.
4. If the date needs to change, choose the intended next payment date and click Save changes.
5. Check that the plan shows the intended next payment date.