The main function of the Status field is to determine whether a user can generate transactions in batch for outstanding pledges or recurring gifts. The status can be Active, Held, Terminated, or Completed.

The four Gift Statuses are: 

Active - This means the program will allow users to automatically generate transactions to be applied to the recurring gift or pledge.
  • This is the only status that will allow users to Automatically Generate Transactions/Payments toward the specific pledge or recurring gift in batch. 
  • The statuses  statuses below (Held, Terminated, and Completed) still allow users to apply a gift manually to an outstanding pledge or recurring gift from Records or Batch.  Gifts listed as Held, Terminated, or Completed are prevented from coming into a batch when using the EFT option to automatically generate transactions or using the Automatically apply option when committing the batch. 

Held - The recurring gift/pledge is temporarily inactive.
  • This status is handy to denote when a donor decides need to hold, or pause, their support temporarily due to personal or financial causes.
  • Cannot automatically generate transactions or automatically apply the gift towards a recurring gift/pledge in this status in batch.

Terminated - The recurring gift/pledge was ended but it did not complete as expected.
  • For example, if a donor continually misses payments, provides bad credit card info, and/or has direct debits that bounce and your organization decides to stop accepting donations from them, or the donor contacts you to stop support before the full recurring gift/pledge was received.
  • Cannot automatically generate transactions or automatically apply the gift towards a recurring gift/pledge in this status in batch.

Completed - The recurring gift/pledge has been fulfilled successfully.
  • For example, a donor has supported your organization on a recurring gift for a while but needs to end/change their support, or a pledge has been paid in full.
  • Cannot automatically generate transactions or automatically apply the gift towards a recurring gift/pledge in this status in batch.

NOTES: 
To change the gift status:
  1. Open the Recurring Gift or Pledge record (not a payment record with "Pay-Cash" in the Gift Type field)
  2. Select the desired Gift Status
  3. Click Save and Close