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Re-activating a Suspended Recurring Gift in Netbanx (Optimal Payments)

    How To: Re-activate a Suspended Recurring Gift in Netbanx (Optimal Payments)

    Re-activating a suspended 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 to active, this does not re-activate the suspended recurring gift at the payment gateway. Re-activating a suspended recurring gift will process succeeding recurring payments from the next withdrawal date.

    To re-activate a suspended 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 re-activated.

    The consumer profile will display on the page. Under the section for Billing Records, you will see the recurring gift that is currently suspended. Note that suspended recurring billings show up with an Orange icon. Click on the recurring gift.

    The recurring billing record will display on the page. Note that the billing record currently has a status of Suspended (By Merchant). Click on the picklist to see a list of options.

    Select Active from the picklist and click on the Save button. This now re-activates the recurring billing and succeeding payments will be processed beginning at the next Withdrawal date.

    Note that active recurring billings display a Green icon.

    It is always best practice to also modify the Recurring Gift record in Causeview to match the active 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 re-activated at the payment gateway.

    The Recurring Gift record will display on the page. Click on the Edit button.

    Modify the Status to Active and click on the Save button.

    The Recurring Gift record in Causeview now matches the active recurring billing at the payment gateway.

    Re-activating a Suspended Recurring Gift in Netbanx (Optimal Payments)
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