This guide will walk you through the steps to change the frequency of an existing payment agreement.
Step 1: Locate the Relevant Agreement
To change the frequency, first find and select the relevant subscription.
Need help finding it? Start with this guide: How to Find a Donor or Member and Their Payments/Agreements
Step 2. Select Change frequency
Once you've located the relevant agreement, click on the "Change frequency" option at the top of the screen.
Can't find this option?
Note that you can only change the frequency of a personal agreement. Therefore, you will only see this option on subscriptions linked to a personal agreement, not on those using a shared agreement. Learn more about the differences here.
Step 3. Set the New Frequency
When you click Change frequency, a pop-up window will appear where you can set the new frequency.
You can choose from the following options:
- Weekly: Weekly charges on chosen days of the week
- Monthly: Monthly charge on a chosen day of the month, e.g., the 14th of each month
- Monthly on the 1st: Monthly charge starting from the 1st of the month
- Quarterly: Quarterly charge with a chosen start date
- Quarterly on 1/1, 1/4, 1/7 and 1/10: Quarterly charges starting on these dates: 1st January, 1st April, 1st July, and 1st October
- Twice annually: Bi-annual charges on chosen dates
- Twice annually on 1/1 and 1/7: Bi-annual charges starting on these dates: 1st January and 1st July
- Annually: Annual charge on a chosen date
- Annually on 1/1: Annual charge every 1st January
- Custom: Set the frequency according to your preference
Repeat every
This setting is automatically determined based on the options above unless you select Custom. If you choose Custom, you can set the desired frequency.
Repeat based on
If you have chosen a frequency with a flexible charge date, you can define the start date here.
Step 4. Save Your Changes
Save your changes by clicking the "Save changes" button. The changes will take effect immediately.
Notify via Email or SMS
You can notify the donor or member about changes to the payment agreement via email or SMS. To learn how to do this, follow our guide: Confirmation Messages for Changes in Payment Agreements
Questions?
If you have any questions, feel free to contact us at support@onlinefundraising.dk.