Some technical details related to recurring plans and donations:

Interval Details

Next interval charges occur within 24 hours of the initial charge as applied to the next interval. In the event that the present month does not contain the day of the initial charge (e.g, the initial charge was January 31 and now it’s February), the charge will occur on the last day of the month. Similarly, if a plan was created on February 29 of a leap year, the charge will recur on the 29th of each month, with the exception of February during non-leap years, for which it will charge on February 28. Charge times follow Pacific time. After a clock change, the plan will charge according to the time (PDT/PST) of the initial plan creation.

Auto Responders

Recurring plans will trigger various auto responders to be sent in different points of the process. These include:

Failures

If a charge fails, it is attempted once more in close succession. If both charges fail, the Recurring Plan enters a "Retrying" status. In this status, the plan will try to run a charge again for the next three intervals. If any succeed, the plan is returned to the Active status. If all three retries fail, the plan enters the Failed status and ceases charging. For each failed charge, an email notification is sent to the donor (Recurring Donation Instance Failed) and administrator. The processor error code and message are accessible in Recurring Donation reports.

The number of successive attempts within an interval and the number of interval retries before failing are both configurable for individual organizations. To configure a different number than the default described above, please contact us.

Statuses

Possible statuses for recurring plans and what they are:

Expiring Cards

Both donors and administrators can self-troubleshoot charge failures. Once a charge fails, the plan will enter a "Retrying" status. Either the donor or the administrator can update the payment method associated with the plan. When the next interval charge comes, the plan will attempt a new charge. If the charge succeeds, the plan will enter the "Active" state once again.

Permissions

The following are the permission levels for recurring access:

Activity Stream

Recurring plan activity is posted to the Activity Stream. Included activities are: