{"id":177,"date":"2014-05-16T02:44:42","date_gmt":"2014-05-16T02:44:42","guid":{"rendered":"http:\/\/cashlinqsupport.com\/helpdesk\/?p=177"},"modified":"2014-05-16T02:44:42","modified_gmt":"2014-05-16T02:44:42","slug":"how-do-i-skip-an-occurence-on-a-recurring-transaction","status":"publish","type":"post","link":"https:\/\/www.cashlinqhelpdesk.com\/?p=177","title":{"rendered":"How do I Skip an occurrence on a Recurring Transaction?"},"content":{"rendered":"<p>Recurring transactions automatically run on a set schedule, but sometimes, a donor wants to skip a payment or two without cancelling. The Q Suite allows you to accommodate this in the Transactions menu.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h4><\/h4>\n<h4>Transactions<\/h4>\n<p>Locate the recurring transaction that needs to be skipped. You can do this several ways:<\/p>\n<ul>\n<li>By clicking on \u201cTransactions\u201d at the top of the screen, then search for the account holder by name<\/li>\n<li>Use the Universal Search box at the top of the screen and type the first or last name of the account holder and hit Return.<\/li>\n<li>Click on \u201cManage Transaction\u201d in the side menu.<\/li>\n<\/ul>\n<p>Either of these options will bring you to the Transaction Schedule for the account holder.<\/p>\n<p>&nbsp;<\/p>\n<p>Once you find the Transaction Schedule in a Pending status within the grid, select the \u201cpencil\u201d action icon on the right to Edit.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-1585\" src=\"https:\/\/cashlinqhelpdesk.com\/wp-content\/uploads\/2014\/05\/Edit-Schedule2-300x72.jpg\" alt=\"Edit Schedule2\" width=\"300\" height=\"72\" srcset=\"https:\/\/clqhelpdesk.wpenginepowered.com\/wp-content\/uploads\/2014\/05\/Edit-Schedule2-300x72.jpg 300w, https:\/\/clqhelpdesk.wpenginepowered.com\/wp-content\/uploads\/2014\/05\/Edit-Schedule2.jpg 661w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p>Here you will see the details of this transaction record. Click the Skip button from the available actions. A small window will open asking how many occurrences you want to skip and allow you to put in a note.<\/p>\n<p><a href=\"http:\/\/cashlinqhelpdesk.com\/wp-content\/uploads\/2014\/05\/Skip.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-1587\" src=\"https:\/\/cashlinqhelpdesk.com\/wp-content\/uploads\/2014\/05\/Skip-300x114.jpg\" alt=\"Skip\" width=\"300\" height=\"114\" srcset=\"https:\/\/clqhelpdesk.wpenginepowered.com\/wp-content\/uploads\/2014\/05\/Skip-300x114.jpg 300w, https:\/\/clqhelpdesk.wpenginepowered.com\/wp-content\/uploads\/2014\/05\/Skip.jpg 638w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>Check the confirmation box and click [Submit] at the bottom of the screen to skip the designated number of occurrences. Once submitted, the system automatically calculates the number of occurrences based on the current frequency and duration selections, and pushes back the pending record\u2019s Scheduled Date and End Date accordingly. This keeps the total number of occurrences intact, while delaying the impact on the account until the desired number of occurrences has been skipped.<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"http:\/\/cashlinqhelpdesk.com\/wp-content\/uploads\/2014\/05\/Skip1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1354\" src=\"https:\/\/cashlinqhelpdesk.com\/wp-content\/uploads\/2014\/05\/Skip1.png\" alt=\"Skip\" width=\"300\" height=\"251\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<div role=\"form\" class=\"wpcf7\" id=\"wpcf7-f1655-o1\" lang=\"en-US\" dir=\"ltr\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/index.php?rest_route=%2Fwp%2Fv2%2Fposts%2F177#wpcf7-f1655-o1\" method=\"post\" class=\"wpcf7-form init\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"1655\" \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"5.6.3\" \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f1655-o1\" \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/div>\n<p>Did this article answer your question?<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"menu-810\"><select name=\"menu-810\" class=\"wpcf7-form-control wpcf7-select wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\"><option value=\"Yes\">Yes<\/option><option value=\"No\">No<\/option><\/select><\/span> <\/p>\n<p>How can we improve this article?<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"improve\"><textarea name=\"improve\" cols=\"40\" rows=\"10\" class=\"wpcf7-form-control wpcf7-textarea\" aria-invalid=\"false\"><\/textarea><\/span> <\/p>\n<p>Your Name (optional)<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"your-name\"><input type=\"text\" name=\"your-name\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text\" aria-invalid=\"false\" \/><\/span> <\/p>\n<p>Your Email (optional)<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"your-email\"><input type=\"email\" name=\"your-email\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-email wpcf7-validates-as-email\" aria-invalid=\"false\" \/><\/span> <\/p>\n<p><input type=\"submit\" value=\"Send\" class=\"wpcf7-form-control has-spinner wpcf7-submit\" \/><\/p>\n<div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div><\/form><\/div>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Recurring transactions automatically run on a set schedule, but sometimes, a donor wants to skip a payment or two without cancelling. The Q Suite allows you to accommodate this in the Transactions menu. &nbsp; &nbsp; Transactions Locate the recurring transaction that needs to be skipped. You can do this several ways: By clicking on \u201cTransactions\u201d at the top of the screen, then search for the account holder by name Use the Universal Search box at <a class=\"blog-more btn btn-xxs btn-primary\" href=\"https:\/\/www.cashlinqhelpdesk.com\/?p=177\">Read more<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false,"footnotes":""},"categories":[17],"tags":[],"class_list":["post-177","post","type-post","status-publish","format-standard","hentry","category-transactions"],"_links":{"self":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts\/177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=177"}],"version-history":[{"count":0,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts\/177\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=177"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=177"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}