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Last Processed Date: The "Last Processed Date" is generally when the card was last charged, however, this is more like a "Last Processed As Of Date". There are scenarios where the date used here is not the processing date, but more a transaction date.
If you have an early renewal, with say the end date of the subscription being 30/08/2022, then the Last Processed Date is 30/8/2022 so that the next Payment Date is calculated correctly as 30/8/2023 - i.e. Next Payment Date, End Date on subscription are calculated from this date.
Also, if you have just a normal recurring donation and the next payment date was 15/5/22, but their charge attempts failed 2 times in a row, but succeeded on the 3rd attempt (18/5/22). The Last Processed Date is set as 15/5/22, not the actual date of 18/5/22 so the Next Payment Date is calculated correctly from the date it was supposed to be charged.
Please also see How do I do setup catch up payment dates from Last Processed Date for other important information on how this field is used. - Next Payment Date: This is the date that active and qualifying Recurring Payments will be charged next. The payment will be taken out at approximately 1am on this date. If the payment fails to be taken out on this date (e.g. no funds available on the card), then "Retry Attempts" field will be incremented by one and the transaction will be attempted against the next day.
- Payment After Next Payment Date: This is similar to the Next Payment Date. If today's date is greater than or equal to this date for qualifying Recurring Payments, then the payment will be attempted on this date. An example use case for this date is for a membership that is on quarterly invoice. The invoice is generated by the Recurring Payment record type of Payment Schedule. If the member does NOT pay the first quarters membership invoice and the today's date then goes past when the second quarters invoice date (Payment After Next Payment Date), then a second invoice is then generated for the second quarter.
- Sign Up Date: This is the date the Recurring Payment is created, or when the donor "signs up". If left blank it will default to TODAY.
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Start Date: This is the date the Recurring Payment will start.
This date is primarily used for the Import Files and upload processing. For Import File processing of cards:- Tokenisation will occur when todays date is before the Start Date.
- During the Import Process, if the Start Date is not specified, but the Payment Day is, then the Start Date will be assigned based on the Payment Day (eg: if Payment Day is 1, the next 1st of the month is when the payment will start).
- During the Import Process, if the Start Date and Payment Day is also blank the Recurring Payment will start TODAY
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End Date: This is the date the recurring payment is scheduled to end. If left blank, the Recurring Payment will continue indefinitely or until manually stopped.
When the Recurring Payment Processor runs and the Next Payment Date is calculated to be after the End Date, the Recurring Payment Status is then changed to "Inactive".
How are the following fields used: Last Processed Date, Next Payment Date, Payment After Next Payment Date and End date?
How are the following fields used: Last Processed Date, Next Payment Date, Payment After Next Payment Date and End date?
How is the Payment Day used?
What is required to make a Recurring Payment available to be charged
How do I do setup catch up payment dates from Last Processed Date
What is the difference between the status of Expired, Inactive and Suspended - Max retries exceeded?
Can a Recurring Payment record have the payment method changed?
In the Recurring Payment Record, does the total number of payments include all txns including unsuccessful ones?
How do I manually set up a Recurring Payment/Donation using for a credit card?
How do I manually set up a Recurring Donation using for a credit card, but not to charge until a future date?
Why does the Recurring Payment get charged every day? (Double Charged)
How come the Payment Txns created by a Recurring Payment record are set to "One-Off", not "Monthly/Weekly/Etc)?
A Payment Txn was created, but the Recurring Payment record was not. The frequency is not one-off and the credit card/billingID information is all correct. Why did it not make the Recurring Payment record?
A Paypal Recurring Payment was created, but the first transaction did not make a charge and no further Payment Txns have been created. Why is it doing that?
How can I make another frequency rather than one-off highlighted on the Payment Form?
If details are changed on the Recurring Payment eg: Contact, Payment Form, Merchant Facility etc, does the linked URL token automatically update?
When donor updates card details via a email link or when we update it in SF using Update Card Details button does the Recurring Payment Status has to be active?
How to setup a Recurring Payment records WITH OUT CCV that is from Credit Card number and Expiry Date?
Why the field "Regular Payment Day" is shown with a day, when its set to a frequency One-Off?
How can I change the Name of the Recurring Payment record?
The payment txns created are getting stuck on status "Payment Complete" and not moving forward. I tried restarting the payment batch processor on the merchant facility but still the status is not getting updated to Matching Complete.
We were having an issue with records being locked when the Recurring Payments Processor was run.
We have seen that the bank deposit date is set on some payment transactions as the 1st Jan, 1980. Can you explain why this occurs?
We noticed a donor who had gone into suspended also had her donation amount removed. Is there a workflow responsible?
Why we having an issue in reducing a standard donation amount ? (for example: from $100 to $70)
Why do new Direct Debit Sign up's not create an Active Recurring Payment?
Why is a user unable to use the update card details button on Recurring Payment?
How do I disable Payment Schedules from Sending an Invoice?
Why do contacts receive email with "Recurring Payment Failure"?
What is the difference between "Payment Amount" and "Donation Amount"?
Updated at July 27th, 2024