Pledge Schedules

What is a pledge schedule?
A pledge schedule designates how and when pledge payments will be made by the donor. You can find this when creating or editing a pledge.
Tue, 16 Mar, 2021 at 2:28 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 button that says “Payment Amount”. This is selected by default when you create a new pledge. The Amount will default to t...
Tue, 16 Mar, 2021 at 2:30 PM
How do I create a pledge schedule that is based over a certain number of years?
On the pledge schedule, select the button that says “Term in Years.” The Term in Years will default to one – enter the total number of years that you expect...
Tue, 16 Mar, 2021 at 2:31 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.
Tue, 16 Mar, 2021 at 2:32 PM
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 ...
Tue, 16 Mar, 2021 at 2:32 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.
Tue, 16 Mar, 2021 at 2:33 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.
Tue, 16 Mar, 2021 at 2:35 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 addi...
Tue, 16 Mar, 2021 at 2:36 PM
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 t...
Tue, 16 Mar, 2021 at 2:37 PM
Can I change the pledge schedule after payments have been received?
If there has been a payment applied to a row on the pledge schedule, you will not be able to change that payment. You can make changes to any amounts due ...
Tue, 16 Mar, 2021 at 2:38 PM