What happens when an installment fails on a recurring plan?
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 a few days.
Retrying is different from Pending, which means that an installment is still processing. For more information, see installment retries.
Retry settings
By default, Fundraise Up uses machine learning to determine when to move a recurring plan to Failed after unsuccessful installment attempts. This setting balances the opportunity to recover the plan against potential fees from repeated failed installments.
To change this setting, in Dashboard, go to Settings > Recurring plans. You can choose one of these options:
- Machine learning.
- After 1 unpaid installment.
- After 2 unpaid installments.
- After 3 unpaid installments.
- After 4 unpaid installments.
- After 5 unpaid installments.
- After 6 unpaid installments.
- Never.
Handle missed payments
When a recurring plan is Retrying, Fundraise Up attempts to process only the next scheduled installment. If the installment fails, Fundraise Up skips it and does not collect the missed payment later.
If a supporter wants to make up a missed payment, suggest that they make a one-time donation for the same amount. This keeps their total contribution on track without changing the recurring plan.