Donation Schedules: Viewing & Editing

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 open it and enable editing.

• Scroll down till Scheduled Installments.

• Select to be able to edit.

• Select a Payment Method and either Credit Card/First Check Number to set up the payments.

Adding Installments to Previously Entered Pledge

• Go to the account with the pledge and click on it to open on the right side-bar.

• Click on located at the top right.

• Select Create Installment Schedule from the dropdown menu.

• Scroll down till you see Scheduled Installments.

• Adjust the Installments as needed and choose to save.

• Notice how now the Create Payment button on the bottom changes to include a dropdown.

• Clicking on that dropdown gives you options to add/schedule payments or only create one.  Your options may differ from the screenshot as it changes according to your entries.

• Note that this gives you the flexibility to schedule payments which don’t exactly match the installments.

Viewing & Editing a Recurring

Viewing a Recurring

• When on the account the will appear in front of every recurring pledge/payment.

• Additionally, a green banner with the recurring details appears on the top of the individual pledge/payment screen when opened.

• Click on the gear next to Recurring Schedule to open an overview of the Recurring Donation.

  • This helps you get a good look at what is going on with this recurring. You can easily view both the past (Current Pledges) and future (Expected Donations) plus more.

Editing or Ending a Recurring

• Go to any of the recurring pledges/payments on the account and open.

• Click on the small green gear next to Recurring Schedule.

• A screen with the Recurring Schedule will open.

• Use the dropdowns to make any changes -  like changing the Campaign Name, Frequency or Credit Card Number.

• On the bottom of the screen there is an button with a dropdown.

  • Choose End Donation to end the recurring right now.

  • Choose the dropdown to select a date when to end.