Restore recurring plan limits removed in Donor Portal

Your organization can set recurring plan limits when creating a plan in Virtual Terminal or when editing an existing plan in Dashboard.

These limits appear in Donor Portal, where supporters can adjust or remove them:

  • 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.

After a supporter removes a limit, they cannot add it again in Donor Portal. To restore the limit, they must contact your organization.

Restore a removed limit

A user with permission to manage recurring plans can restore a limit in Dashboard:

  1. Go to Recurring.
  2. Open the recurring plan.
  3. Click Edit payment details.
  4. Add the required limits.
  5. Click Save changes.

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