Donation Schedules

What is a Donation Schedule This refers to a set of scheduled commitments, each with a specific due date and dollar amount. Donation Schedules are used for recurring pledges or a large pledge split over a certain time period. This schedule may ha...

How to Set Up a Donation Schedule Open the Create Pledges screen either from or from on the account. Select located under the Date field. The Create Donation Schedule screen opens. Select an account if one is not selected. Pl...

Viewing & Editing an Installment Go onto the pledges on the account. The Installments column displays with the amount of installments scheduled. Use the dropdown arrow by the installment amount to view them. Click on the pledge to o...