Adding a limit to a recurring plan
Organizations can set limits that automatically complete a recurring plan after a specific date, total amount, or number of installments. They can add these limits when creating a plan in Virtual Terminal or when editing an existing plan in Dashboard.
Add or restore a limit in Dashboard
Users with permission to manage recurring plans can add or restore limits from Dashboard:
- Go to Recurring.
- Open the recurring plan.
- Click Edit payment details.
- Set one or more limits:
- End date — when the recurring plan stops.
- Max plan amount — the total amount the plan can collect.
- Max plan installments — the maximum number of installments the plan can process.
- Click Save changes.
When any limit is reached, the recurring plan automatically completes.
Adjust or remove limits in Donor Portal
Existing recurring plan limits appear in Donor Portal, where supporters can adjust or remove them.
After a supporter removes a limit, they cannot add it again in Donor Portal. To restore the limit, they must contact your organization. A user with permission to manage recurring plans can then restore it by following the Dashboard steps above.