Pledge Schedules

What is a pledge schedule?
A pledge schedule, also called payment schedule, designates the amount, frequency, due dates, and payment methods for the pledge. The pledge schedule is sho...
Tue, Jul 5, 2022 at 11:10 AM
How do I customize the pledge payment schedule?
When entering a new pledge, the payment schedule is fully customizable. From the new gift entry page, start by selecting the gift type of pledge and enter...
Tue, Jul 5, 2022 at 12:07 PM
How do I create a pledge schedule that is based over a certain number of years?
Annual pledges can be created by selecting the frequency "Yearly," then entering the number of years. For example, a $5,000 pledge made at $1,000 ...
Tue, Jul 5, 2022 at 12:32 PM
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. When you are finished making changes, cli...
Tue, Jul 5, 2022 at 12:33 PM
How are the due dates calculated?
Due dates are calculated based on the frequency of payments selected. The day the payments are due can be modified in the First Payment Date field or by dou...
Tue, Jul 5, 2022 at 12:39 PM
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.
Fri, Mar 16, 2018 at 1:21 PM
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.
Fri, Mar 16, 2018 at 1:20 PM
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 additi...
Fri, Mar 16, 2018 at 1:23 PM
Can I delete a payment due from the pledge schedule?
Yes. To delete a payment, click on the trash can icon in the last column of the pledge schedule grid to delete a particular payment due. Type "YES"...
Tue, Jul 5, 2022 at 12:54 PM
Can I change the pledge schedule after payments have been received?
Yes. You can change the scheduled amounts and due dates even if some payments have already been received. Open the pledge and double click on any date or am...
Tue, Jul 19, 2022 at 3:36 PM