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To process an installment pledge

Scenario: A customer wants to make an installment pledge for $1000 to be paid in monthly installments.

Note: If you select an installment pledge; select a down payment; and the customer is paying by credit card, only the installment down payment is charged to the credit card. The remaining installments populate on the Process customer requests and Payment Entry windows for payment at a later date.

The credit card is not automatically billed monthly.

You do not have to click the down payment option, if the customer is paying with cash or check at a later date. Individual installments for a pledge populate on the Central Processing and Payment Entry windows until paid.

  1. Find the donor from the Manage customers window.
  2. From Fund Raising, select Enter and edit gifts to open the Enter and edit gifts window.
  3. Click New.
  4. Select Installment from the Gift Type drop-down list. The Payment Info area of the window is grayed out because a pledge means that the money will be paid at a later date.
  5. Enter the Total Amount of the installment pledge.
  6. Enter the Distribution or income account where the pledge will be credited or, click the lookup icon to select a value.

    Note: Although you predefined the Distribution, you can override the value by manually entering a different combination of a fund, appeal, or campaign if your setup allows.

  7. (Optional) Enter the Appeal code and Campaign code if there is one associated with the pledge, or click the lookup icon to select a value.
  8. Enter the Fund code associated with this pledge, or click the lookup icon to select a value.
  9. Enter a credit card code in the Check #/CC/In-Kind/Asset field and complete the credit card information.
  10. Click the Installments tab and specify the installment details:
  11. Click the Installment Frequency from the drop-down list.
  12. Click to enable Pay a downpayment. The down payment amount displays under the Prepay column.

    Note: If the customer is making a credit card payment, you must select Pay a downpayment or when you return to the Enter and edit gifts window and you click Save, a message informs you that you must first select the Pay a downpayment option.

  13. Click Save.
  14. From Service Central, select Process customer requests window.

See Also

Processing Fund Raising Gifts and Pledges

To enter a single gift or single pledge


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