Update Recurring Payment

Pause recurring payment

PowerWorker Engage allows users to pause a donor’s Recurring Payment for a specified future period. The system automatically adjusts the upcoming payment schedule based on the defined pause duration, ensuring continuity and accuracy without manual intervention.

1. Navigate to Payment Schedule and open a Payment Schedule record.

2. Click the ‘Pause’ button in action pane.

   

3. Populate details; Pause From Date, Pause Till Date, Pause Reason.

4. Click on ‘Save and Close’ button.

   • This updates the Status Reason of the Payment Schedule record to ‘Paused’.

   • The Payment Schedule Pause record gets created and linked with the Payment Schedule.

   • The Next Payment Date gets updated as per Pause period.

Upgrade/downgrade recurring payment

PwE allows users to capture and apply upgrades or downgrades to a donor’s Recurring Payment amount. Upon making these changes, the system automatically updates all future payment schedules accordingly.

1. Navigate to the Payment Schedule and open a Payment Schedule record.

2. Update the Amount field.

3. Click Save.

4. PwE creates a new Payment Schedule Log record with details, such as below. This record is linked to the Payment Schedule record.

5. The Future Payment Amount gets automatically updated as per the new Amount entered.

Future payment schedule updates

PwE allows users to update a donor’s recurring Payment Schedule (frequency, amount, recurrence settings) and choose when the update should take effect — immediately or on a future date.

A scheduled background process runs daily to detect Pending Future Schedule Change records whose effective date has arrived. The system applies the new values to the Payment Schedule, marks the change as Completed, and prevents duplicate or repeated processing even if the flow re‑runs. This ensures predictable, controlled updates with full automation and auditability.

1. Navigate to Payment Schedule and open a Payment Schedule record.

2. Click on ‘Future Schedule’ button in top ribbon.

3. Enter changes into the fields such as Run Every, Time Period, Amount, Effective On.

4. Click on ‘Save and Close’ button.

   4. This creates a ‘Future Schedule Change’ record and links the Payment Schedule record with the Pending Status Reason.

A scheduled flow runs daily (at midnight) and picks up all relevant records where:

• The ‘Future Schedule Change’ has the Status Reason of ‘Pending’.

• The Effective On date is less than or equal to today.

The flow will then update the Payment Schedule with the new changes. Once the automated flow processes the Future Schedule Change, the system will update the record’s Status Reason to Completed and sets the Completed Date to the day it was processed.