How to Edit a Recurring Gift Status in Trax

Why is this important to me?

After you add a recurring gift, you can edit its status as necessary. For example, when you receive the final payment of a recurring gift commitment, you can change the status from Active to Canceled.

Note: You can only edit the status of a recurring gift after a recurring gift is added.

Step 1: Open a recurring gift record.

Note: Refer to the How to Search for a Revenue Transaction in Trax document to help open a recurring gift record.

Step 2: Click Edit status on the explorer bar.

Step 3: Enter information in the Edit recurring gift status window.

Note: Yellow-shaded boxes are required fields.

Note: If you select Held in the Set new status field, you must enter the total number of installments to skip.

Step 4: Click the Save button.

Details

Article ID: 3370
Created
Thu 1/28/21 5:37 PM
Modified
Fri 1/29/21 10:04 AM