Recurring Schedule Status Definitions
Understanding Recurring Schedule Statuses.
The Recurrings report shows scheduled recurring gifts and their current status. Each schedule can have one of the following statuses:
- Active: The recurring schedule is active and will attempt to run again on its next scheduled date.
- Expired: The schedule has reached its expiration date, either set by the donor or updated by someone in your organization, and will no longer process future donations.
- Failing: The schedule attempted to process but was unsuccessful. The schedule remains in this status for the first three failed attempts.
- Terminally Failed: If a schedule continues to fail after four attempts, it transitions to Terminally Failed. In this state, the schedule will not retry automatically.
Common Reasons a Schedule May Fail
A recurring schedule may display a Failing status when a payment attempt is unsuccessful. This most commonly occurs when a donor’s payment method has insufficient funds, has expired, or requires activation by the card issuer.
To understand why a schedule is failing or has transitioned to Terminally Failed, review the schedule’s Audit History, which provides details about each processing attempt and any associated errors.
Viewing Audit Details
To view a recurring schedule’s audit history:
- Open the Recurrings Report.
- Select a Schedule.
- Click Audit History.