Here you can read about how to pause an active payment agreement via the user interface.
You will have three options for pausing the payment agreement:
- Indefinitely (until the donor contacts again)
- Pause a defined number of payments (skip them)
- Pause until a specific, defined date
The process is the same, regardless of which option you choose.
1. Find the agreement you want to pause.
Start by finding the relevant payment agreement (subscription). From the OnlineFundraising homepage, you can search for the donor's name, phone number, email, or any OnlineFundraising ID (GUID): Subscription, payment, or contact ID.
2. Select Pause
Once you have found the correct agreement (subscription), you will have the option to modify the payment agreement using the menu options at the top of the window. Click on Pause.
3. Choose what should be paused
As described above, you will now have the option to choose whether you want to pause the agreement indefinitely, pause it for a certain number of payments (skip payments), or until a specific date. Select the desired option:
For Number of payments, you need to define the number of payments to skip.
For Until Date, you must choose when the payment agreement should resume. The payment agreement will continue its usual collection according to the specified frequency from and including the selected date.
4. Provide a reason
It can be good data practice to provide a reason for pausing the payment agreement. It is advisable to agree on a standard, as it makes reporting across agreements easier. It is not required to write anything. The description will be displayed at the top of the subscription view when the agreement is accessed later.
Do you have any questions?
If you have any further questions, you are always welcome to write to us at support@onlinefundraising.dk