Capture a Missed Recurring Gift

Susan Todaro
Susan Todaro
Fifth Anniversary Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

A donor who makes a monthly recurring gift through RENXT (BBMS) had an expired credit card, so the October payment didn't go through. I was able to get the new expiration date and updated her recurring gift record, but would like to charge her for the missed October payment (without her having to create a new gift). Is there a way to initiate a gift through BBMS with a card on file?

Comments

  • Angela Tuttle
    Angela Tuttle
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge Name Dropper

    I believe that you can reset the date on the recurring gift and run it again.

  • Faith Murray
    Faith Murray Community All-Star
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    Yes, just go to “Transactions” then “Rollback transaction." It will put the next due transaction back a month, and then you can pull it once more in your Auto-generated gift batch.

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  • Kim Wolcott
    Kim Wolcott
    Tenth Anniversary Kudos 1 Name Dropper Facilitator 1

    If you are in Canada, and have the auto payment turned on, I don't think there is a way, not one that I can find. Once the auto processing is turned on, you can do anything in the gift in the database view. In NXT, you can only skip the next transaction, and not roll it back.

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 March 2026 Challenge: Answered Questions January 2026 Monthly Challenge
    Going to your original question "Is there a way to initiate a gift through BBMS with a card on file?" Susan Todaro‍


    When I look at BBMS you can initiate a gift but you need to enter the card information. It does not appear to save the info. If you have the card information stored on the constituent record you can process a stand-alone payment in RE.

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