Archive recurring donations
It would be helpful to add an option to archive recurring payments rather than deleting these from the system. That way we are able to identify previous gifts that were made as a recurring payment.
Additionally another issue we see is for a recurring payment that ends this month, but still has the following month listed in "next date" for payment.
11
votes
Emily Hannon
shared this idea
The recurring donations table displays open records only. If a User would like to see closed/archived, they would need to remove the filter that is set to closed.
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Christine Cunningham
commented
It would be helpful to have the option to move expired recurring credit card donations to an inactive category within the recurring donations screen giving us the option to keep the historical giving.