Edit a Recurring (Hold, Skip, Change Run Dates)

 

Required features: Account Vault & Recurrings

 

The options reviewed in this article for editing a recurring payment are as follows:

• Place on Hold
• Activate
• Skip A Payment
• Edit the Next Run Date
• Edit the End Date

 

Place on Hold (Ongoing Recurrings Only)

1. Go to Locations
2. Select your location
3. Select Contacts
4. Search for the contact through the search fields
5. Select the contact that you need to edit
6. Click on the orange Actions button under Recurring Billings
7. Click on Edit
8. Click on the blue Place on Hold button

• You can place an ongoing recurring on hold if you want to stop the recurring from running for a period of time. This will take effect immediately and the next run date will not occur. This will stay on hold until you change it again.

 

Activate

1. Go to Locations
2. Select your location
3. Select Contacts
4. Search for the contact through the search fields
5. Select the contact that you need to edit
6. Click on the orange Actions button under Recurring Billings
7. Click on Edit
8. Click on the blue Activate button

 

• When you are ready to take the recurring off hold, you would go back into that recurring and select the blue Activate button. If you activate the account before the next scheduled run date, it will go to the following date.
• Example: This recurring was set up to start on 09/09/2016 and run 1 every week. The account was put on hold on 09/07/2016 and taken off hold the same day. So this recurring will not run until 09/16/16 - it will skip the 09/09/16 payment.

 

 

Skip A Payment

1. Go to Locations
2. Select your location
3. Select Contacts
4. Search for the contact through the search fields
5. Select the contact that you need to edit
6. Click on the orange Actions button under Recurring Billings
7. Click on Edit
8. Click on the blue Skip Payment

 

 

• You can choose to skip a payment. This will allow you to select how many payments you would like to skip. If you have a recurring schedule set to run 1 every week on Friday and you put number of payments to skip 3, then it will not run for 3 Fridays and on the 4th Friday it will run again. 
• The system does not add this payment on anywhere, by skipping a payment you are telling the system that you are collecting that payment in another form.

 

Edit the Next Run Date

1. Go to Locations
2. Select your location
3. Select Contacts
4. Search for the contact through the search fields
5. Select the contact that you need to edit
6. Click on the orange Actions button under Recurring Billings
7. Click on Edit
8. Click on the Next Run Date line and use the Calendar to select the date

• You can edit the Next Run Date for the next payment coming up. This is a one time edit and the recurring will return to the original payment schedule after this edit. You can push the next run date to the day before it will run the following month.
• Example - If you have a recurring set to run 1 every Month on the 23. Currently it is 09/09/16 and the recurring is going to run on 09/23/16. You can change the next run date and move it as far as 10/22/16. That means the “September” payment will run on 10/22/16 and the recurring will still run it’s next payment on the next scheduled run date of 10/23/16.
• Changing the next run date does not “skip” a payment, it just pushes it back.
• If the next run date is changed to run before the original schedule, you may be double charged once the recurring returns to its original payment schedule. If this is not the desired outcome this can be avoided by setting up a one-time payment for the earlier date, and skipping the next run date on the original recurring schedule

 

Edit the End Date

1. Go to Locations
2. Select your location
3. Select Contacts
4. Search for the contact through the search fields
5. Select the contact that you need to edit
6. Click on the orange Actions button under Recurring Billings
7. Click on Edit
8. Click on the Next Run Date line and use the Calendar to select the date

• You can add an End Date to an ongoing recurring schedule. If you add an end date that is prior to the next run date, then the next run date will not run. 

• Example - You have a recurring set to run 1 every month on the 23. You add an end date of 10/21/16. The last time that recurring will run will be 09/23/16. If you select to have it end on 10/23/16 then it will run on 10/23/16 because the recurring was set to run on the 23rd of every month.