Upgrading an RPI adds a new allocation to the instruction and increases the total amount collected going forward.
Upgrade an RPI
Open the constituent’s Timeline.
Locate the RPI you want to update.
(Optional) Filter the Timeline by selecting Recurring Payment Instructions under Summary to find it more easily.
Open the RPI.
Click Manage, then select Upgrade:A window will appear with the Upgrade Details section.
Complete the upgrade fields:
Product.
Increase Amount (the amount you want to add to the existing RPI).
Campaign (useful for upgrade appeals or calling programmes).
Channel.
Reference (optional).
Fund.
Choose when the upgrade should begin:
Next Collection.
Starting On or After a specific date.
Click Apply Upgrade.
What Happens After the Upgrade
Once the upgrade is applied:
The Total Payment Amount in the RPI header updates immediately.
A new allocation is added for the increased amount.
The original allocation remains unchanged.
Example:
A supporter donates £30 per month. You upgrade by £15.
Original allocation: £30.
New allocation: £15.
New total: £45 per month.
You can send an acknowledgment to reflect the changes made as per this article: Sending Letters or Email for an RPI.
📌Note:
If you add an upgrade to an RPI that is Overdue (a recently missed payment) only the newly added allocation will be Active. The remainder of the RPI will be non-active. You will need to make the RPI Active so that all allocations are available for processing.