Suspending/Resuming Recurring Payment Schedules

You cannot delete a recurring payment schedule from ReceivablesPro once it has started. However, you can suspend it so that it no longer generates new transactions. To suspend a recurring payment schedule:

Locate the schedule you want to Suspend in the Recurring Payments table.
Click the Action button then click the “Suspend” link, as shown below.
NOTE: You will only see this option if the schedule is “Active.”

NOTE: You can also access the Suspend function while viewing schedule details (see Viewing Recurring Payment Schedules) by clicking the “suspend schedule” link at the top-right of the screen.
A pop-up window will open in which you configure the suspension settings.

To suspend the schedule indefinitely, leave the “Suspend indefinitely” radio button selected. If you select this option, the schedule will remain “suspended” and will not generate any payments until you manually turn it back on.
To suspend the schedule until a specific date, select the “Suspend until a specific date” radio button, then place your mouse in the field to open the calendar. Click on the date you want the schedule to automatically resume, or simply type the date in the field. If you select this option the schedule status will automatically change back to “Active” on the date you indicate.
NOTE: If you want to resume the schedule prior to the date you selected, you can do that manually. You cannot directly change the resume date on a “Suspended” schedule. You must first “Resume” the schedule, then “Suspend” it again and enter the new resume date.

The Status of the schedule is changed to “Suspended” and the Next payment date field will be blank if you suspended the schedule indefinitely, or will contain a Next payment date based on the resume date. For example, in the schedule shown below the schedule Frequency is weekly on Tuesdays, and as we suspended it until November 28, 2012 in the previous step, the Next payment date is December 4, 2012.
NOTE: Click the question mark next to the “Suspended” status to see the resume date for the schedule.

Once a recurring payment schedule has been “Suspended,” either indefinitely or until a specific date, you can turn it back on manually at any time. To do this:

Locate the schedule you want to Resume in the Recurring Payments table.
Click the Action button then click the “Resume Recurring Billing” link, as shown below.
NOTE: You will only see this option if the schedule is “Suspended.”

NOTE: You can also access the Resume function while viewing schedule details for a suspended schedule (see Viewing Recurring Payment Schedules) by clicking the “resume schedule” link at the top-right of the screen.
You will now see the Status of the schedule changed to “Active” and the date the next payment on the schedule will be processed will now be in the Next payment date column.

Each time you suspend or resume a recurring payment schedule your customer will receive an email confirming the change. The email will include the current status of the schedule, and will also include the next payment date for the schedule.

See Appendix D: Email Templates for a detailed inventory of system email templates, and see Email Preferences and Templates in Chapter 8 for instructions on how to edit email templates.

If you suspend a recurring billing schedule and do not reactivate it prior to a programmed End date, you will no longer see the “Resume recurring billing” link under the Action button.

To resume the schedule, first edit it and change the End date to a future date. After saving the change, the resume functionality will be available again.

Next Section: Importing Recurring Payment Schedules >