You can find this by going to Finance > Recurring Income. It opens on the Planned tab, which lists the pledges and recurring payments people have set up. A pledge whose only payments are part payments is listed here too.
If a form entry has not been approved and assigned to a contact, this screen shows "Not assigned to a contact" for the plan. Click the Form link next to it, for example Form 1234, to open the form approval page.
One-off payments are not shown by default. Tick Include one off items ? to include them.
Plan details
Click the list icon in the Details column, or the plan's created date, to see its payment dates, amounts and statuses.
Plan details show both Date passed and Planned dates as Planned, and a matched date as Paid. Part Paid, Scheduled and Failed read the same as on the schedule.
- Payments made and Total paid: include part payments. Payments made counts every date that has money on it, and Total paid adds up the money applied. For example, a 40.00 pledge with one date paid in full and two dates part paid by 25.00 and 15.00 shows Payments made 3 and Total paid $80.00.
- Take payment now: charges the full amount of that date to the person's card or bank account straight away, through the payment gateway. Use it when a payment was missed, for example because a card expired. It is offered only on pledges paid through a payment gateway, and not on Paid or Part Paid dates, or on a Scheduled date that has already been sent to the payment gateway.
Take payment now is also shown on dates that are still to come. Clicking it on one of those charges the donor early, for the full amount of the date.
Next payments tab
Lists the next payment due for each person. For a pledge paid through a payment gateway you can also take a payment from here, the same as in plan details.
History tab
Lists every date with its amount. A pledge with no payment gateway shows Pledge for each date. A pledge paid through a payment gateway shows the date's status, such as Planned, Part Paid, Paid or Failed.
To see the status of a date on a pledge with no payment gateway, use the schedule or plan details.