Paying installment pledges

When creating a gift batch from the staff site, staff users can either enter the full installment pledge, or enter one pledge payment of the installment pledge.

To enter an installment pledge, do the following:

1. Go to Fundraising > Enter gifts.
2. From the Batch drop-down, select New gift batch.
3. Select an existing gift batch, or click Create Batch.
4. From the Type field, select Installment Pledge.
5. Enter the required pledge details:
   1. Donor – Enter the user ID of the Donor placing the donation, or begin typing their name to review a filtered list of contacts.
   2. Amount – If you set a Default amount, this value will be prepopulated, but can be overwritten.
   3. Gift Item – Enter the Gift item code. As you type in the Gift item field, the field acts as a drop-down and you can select a Gift item.
   4. Frequency – Select an option from the drop-down to indicate how often you want to make an installment payment on your donation. 
      • Monthly
      • Quarterly
      • Annually
   5. Number of installments – The number of payments over which the donation amount will be paid. The maximum number allowed is 99, but it is not recommended to go above 36.
   6. First installment – Date the first payment will be applied.

   

6. Enter any other details.
7. Click Save.
8. Once you are finished entering any other gifts or pledges, click Process Batch.

To pay a single installment from a pledge, do the following:

1. Go to Fundraising > Enter gifts.
2. From the Batch drop-down, select New gift batch.
3. Select an existing gift batch, or click Create Batch.
4. From the Type field, select Pledge payment.
5. Enter the required pledge details:
   1. Donor – Enter the user ID of the Donor placing the donation, or begin typing their name to review a filtered list of contacts. You must enter a Donor before you can view their open pledges.
   2. Amount – Select an Installment Pledge from the available list. You may select more than one payment.

   

6. Enter any other details.
7. Click Save.
8. Once you are finished entering any other gifts or pledges, click Process Batch.

Important! Members and donors cannot pay a single pledge from a member facing site.

Members can visit the Invoices panel from the My Participation tab of their public account page to pay an entire pledge. In order for a public user to pay a single pledge from a member facing site, staff intervention is needed to override the amount in the cart. See Entering installment pledges for more information regarding paying single installment pledges.