If no payments were made since the skipped transaction:


 

     
    • Open the recurring gift record
       
    • Select the Transactions tab of the gift
       
    • Click Rollback Transaction. A prompt appears to indicate the date of the skipped transaction will be the next scheduled transaction.
       
    • Save and close the recurring gift
       
    • Enter the next recurring gift payment
      • Enter a cash gift and apply it to the recurring gift. The Apply Gift to Recurring Gift screen displays the Next Transaction Due as the date of the originally skipped transaction. Click OK and save and close the gift.
      • If using the EFT module, automatically generate EFT transactions/payments. If the originally skipped transaction meets the criteria you select, the recurring gift payment is populated in the batch.
       


      If payments were made since the skipped transaction:



      Enter a cash gift and do not apply it to the original recurring gift. This process prevents multiple payments from being made to the same transaction.
       

      OR

       
         
        • Open the recurring gift record
           
        • Select the Transactions tab of the gift
           
        • Click Rollback Transaction multiple times until the prompt displays the date of the skipped transaction to be paid.
           
        • Enter the next recurring gift payment
          • Enter a cash gift and apply it to the recurring gift. The Apply Gift to Recurring Gift screen displays the Next Transaction Due as the date of the originally skipped transaction. Click OK and save and close the gift.
          • If using the EFT module, automatically generate EFT transactions/payments. If the originally skipped transaction meets the criteria you select, the recurring gift payment is populated in the batch.
           
          • Open the recurring gift record again
             
          • Click Skip Transaction until the prompt indicates the correct date of the next transaction to be generated


            Note: Even though you are paying towards a skipped transaction date, the original skipped transaction reference is not removed from the recurring gift's Transactions tab.