How To: Suspend Recurring Gifts in Netbanx (Optimal Payments)
Suspending a recurring gift for a constituent should always be done directly at the payment gateway. Although the Recurring Gift record in Causeview allows you to set the status of the recurring gift on hold, this does not suspend the recurring gift at the payment gateway. Suspending a recurring gift does not cancel it. Rather, it simply stops any succeeding recurring payments from being processed until the recurring gift is set to active again.
To suspend the recurring gift at the payment gateway, you must first search for the constituent by clicking on Customer Profiles.
Select your preferred method of searching. You may search by Billing Records, By Consumers or search for Expired Credit Cards. In this example, we are searching By Consumers. Enter your search criteria and click on the Search button.
A list of matching consumer profiles will display on the page. Click on the ID of the consumer profile whose recurring gift needs to be suspended.
The consumer profile will display on the page. Under the section for Billing Records, you will see the recurring gift that is currently active. Note that active recurring billings show up with a Green icon. Click on the recurring billing.
The recurring billing record will display on the page. Note that the billing record currently has a status of "Active". Click on the picklist to see a list of options.
Select Suspended (By Merchant) from the picklist and click on the Save button. This now suspends the recurring billing and no succeeding payments will be processed until the recurring billing is set back to Active.
Note that suspended recurring billings display an Orange icon.
It is always best practice to also modify the Recurring Gift record in Causeview to match the suspended status of the Recurring Gift at the payment gateway. This ensures the integrity of your data. To modify the status of a Recurring Gift record in Causeview, first search for the constituent and navigate to the constituent’s record.
Then hover over the Recurring Gifts Related List Hyperlink on top of the constituent’s detail page. A list of the constituent’s Recurring Gifts will display. Click on the Recurring Gift ID of the recurring gift that you had suspended at the payment gateway.
The Recurring Gift record will display on the page. Click on the Edit button.
Modify the Status to On Hold and click on the Save button.
The Recurring Gift record in Causeview now matches the suspended recurring billing at the payment gateway.