Reactivating a Skipped Recurring Plan
Sometimes, a recurring plan in Fundraise Up may have a "Scheduled" status due to being skipped either by the supporter or through the Dashboard. While there isn't a direct option to unskip a scheduled recurring plan, there is a workaround that allows you to reactivate the plan.
Reactivating a Scheduled Recurring Plan in the Dashboard
To reactivate a scheduled recurring plan in the Fundraise Up Dashboard, follow these steps:
- Navigate to the recurring plan page for the plan you want to reactivate.
- Click on the "Edit payment details" button.
- In the popup window that appears, change the "Starting on" date to any other day.
- Change the "Starting on" date back to the previous day.
- Save the changes.
By changing the "Starting on" date and then reverting it back to the original date, you effectively trigger the system to reactivate the recurring plan.
Next Installment Date
After completing the reactivation steps, the next installment of the recurring plan will be charged on the chosen day of the closest recurring plan period. Here are a couple of examples to illustrate how the next installment date is determined:
- Example 1: If on May 15th, the starting day of a scheduled monthly recurring plan is updated to "19th", the next installment would be charged on May 19th.
- Example 2: If on May 15th, the starting day of a scheduled monthly recurring plan is updated to "7th", the next installment would be charged on June 7th.
The system automatically calculates the next installment date based on the updated "Starting on" date and the recurring plan's frequency (e.g., monthly, quarterly, annually).
Donor Portal Reactivation
Supporters also have the ability to reactivate a scheduled recurring plan through the Donor Portal. They can follow similar steps to unskip the plan:
- Log in to the Donor Portal.
- Navigate to the recurring plan they want to reactivate.
- Click on the "Edit payment details" option.
- Change the "Next installment scheduled for" date to any other day.
- Change the "Next installment scheduled for" date back to the previous day.
- Save the changes.