When a Constituent pays off the remaining balance on a pledge, or if the ending date for a recurring gift passes, payments automatically stop. In these situations, the cancellation instruction notice is sent when you Automatically Generate Transactions/Payments in Batch. The Status field on the gift defaults to Completed, and the cancellation date defaults in the Cancel instruction sent field on the Gift record.
If a Constituent informs you unexpectedly that he is stopping payments for a paperless mandate, follow these steps to cancel future payments in The Raiser’s Edge:
1. Open the Recurring Gift or Pledge and select the Gift tab 2. In the Status field, select Cancelled, then save the gift. 3. Click Details. The Instruction Details screen appears 4. Check and confirm the 'Send Instruction' option is checked and the Instruction Type is Cancel. 5. Next time you Automatically Generate Transactions/Payments in Batch, The Raiser’s Edge automatically generates the cancellation notice. The date the notice is sent defaults automatically in the Cancel instruction sent field on the Instruction Details screen.