AssociationSphere

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...

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 Due” button at the top of the Payment Schedule section – a new row will be added to the grid for your a...

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

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...

If a constituent has multiple pledges, you will see a dropdown called “Pledges" below the Transaction Categories. Select the appropriate pledge that yo...

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, ...

To enter a pledge payment you'll need to create a new transaction and then change the transaction type to pledge payment.  When a constituent has an op...

When recording the pledge payment, enter the amount received in the Amount field at the top of the screen. AssociationSphere will apply this amount towards ...