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How to start/stop recurring payments going into catch up mode

There can be a multiple reasons that a Recurring Payment is suspended, such as credit card has expired or a donor has requested a period to suspend their donations.

In the Payments2Us package you have the option for any outstanding payments in arrears to be paid once the Recurring Payment is active again, or to not.

Activating this workflow will stop catch up payments occuring. If inactive, then the recurring processor will charge until all payments are caught up.

 

1. Open Setup

2. Search and select ‘Workflow Rules’

3. Use the alphabetical look-up to find 'Last Payment Date Check for Monthly', and Activate

This will update the Last Payment Date to Today and will charge on the next Regular Payment Day.

Updated at July 27th, 2024

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