Understanding Recurring Schedule Statuses
Schedules within the canned "Recurrings" Report will display one of the following statuses:
Status | Definition |
Active | Schedule is active and will run again. |
Expired | Schedule has reached the expiration date set by either the donor or an organization user. |
Failing |
Schedule has attempted to run, but the transaction failed and requires donor action to transact successfully. This status will appear on schedules that have failed for a 1st, 2nd, and 3rd time. |
Terminally Failed | Indicates a schedule was failing, and has failed for a 4th time without correction. The schedule will not retry again. |
Why would a schedule be failing?
Recurring schedules may display a "Failing" status due to issues with a donor's payment method. Their card may be insufficiently funded, have expired, or still need to be activated with their issuer. You may use the steps below to view a Recurring Schedule's "Audit History" for details regarding a failing or terminally failed donation.
Viewing a schedule's Audit History
- Open the Recurrings Report
- Select a Schedule
- Click "Audit History"