Pledge Schedules
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
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
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
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
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
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
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
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
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
Yes, as long as at it is not a one-time pledge. Once the payment is made on a pledge with a frequency of one-time, it cannot be edited. For recurring pledg...
Thu, Nov 30, 2023 at 8:59 AM