AssociationSphere

A pledge schedule, also called payment schedule, designates the amount, frequency, due dates, and payment methods for the pledge. The pledge schedule is sho...

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...

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 ...

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 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...