Pledge Schedules

What is a pledge schedule?
A pledge schedule designates how and when pledge payments will be made by the donor.
Wed, Jan 27, 2016 at 6:17 PM
How do I create a pledge schedule that is based on a specific payment amount that is due at certain time intervals?
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 defau...
Thu, Jan 28, 2016 at 7:02 AM
How do I create a pledge schedule that is based over a certain number of years?
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...
Thu, Jan 28, 2016 at 7:03 AM
How do I refresh the pledge schedule for changes that I’ve made to the terms of the pledge?
As soon as you make a change and tab or click out of the field, the schedule will refresh to reflect your changes.
Thu, Jan 28, 2016 at 7:03 AM
How are the due dates calculated?
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...
Thu, Jan 28, 2016 at 7:03 AM
Can I edit a specific due date on the pledge schedule?
Yes, select that particular due date and edit the date either manually or by using the calendar.
Thu, Jan 28, 2016 at 7:04 AM
Can I edit a specific payment amount on the pledge schedule?
Yes, select that particular payment and edit the amount. The total will update to reflect this new amount.
Thu, Jan 28, 2016 at 7:04 AM
Can I add an additional payment due to the pledge schedule?
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 addit...
Thu, Jan 28, 2016 at 7:05 AM
Can I delete a payment due from the pledge schedule?
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...
Thu, Jan 28, 2016 at 7:05 AM
How do I see if a payment has been received?
You can view the pledges due and amounts paid for all constituents by viewing the main Pledges grid. If you want to view a constituent’s particular pledge,...
Thu, Jan 28, 2016 at 7:06 AM