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Scheduling Recurring Pledges

Add Payment

1. Under the Fundraising menu click Payments.

2. Select Add Payment.

 

Enter Payment Information

Be sure to include:

1. Payment Method, Campaign, and Segment

2. Total amount - this can be entered as either a total or as the amount of each donation

3. Frequency and number of payments or the date payments will end

Click Submit after finalizing the details.

 

Post Payments

 Check the box marked Post next to your payment.

Click Process Selected Payments.

 

Member Record

Feel free to check out the pledge from the member's page! If you click the Sched icon, you will be able to see more information on the payment.

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