DonorView

A pledge schedule designates how and when pledge payments will be made by the donor. You can find this when creating or editing a pledge.

On the pledge schedule, select the radio button that says “Payment Amount”. This is selected by default when you create a new pledge. The Amount will defaul...

On the pledge schedule, select the radio button that says “Term in Years”. The Term in Years will default to one – enter the total number of years that you ...

As soon as you make a change and tab or click out of the field, the schedule will refresh to reflect your changes.

Due dates are calculated based on what has been entered for the total pledge amount, term in years (or amount depending on your selections), frequency, and...

Yes, select that particular due date and edit the date either manually or by using the calendar.

Yes, select that particular payment and edit the amount. The total will update to reflect this new amount.

To add an additional payment click on “+Add Payment” button at the top of the Payment Schedule section – a new row will be added to the grid for your additi...

Yes, click on the trashcan icon in the last column of the pledge schedule grid to delete a particular payment due. Click Delete to confirm that you want to ...

If there has been a payment applied to a row on the pledge schedule, you will not be able to change that payment. You can make changes to any amounts due i...