A pledge schedule is the list of each date that the pledge falls due, e.g. a one year pledge that is due to be paid monthly would have a list of 12 dates in irder schedule.
The schedule lists every date of a pledge with its status and amount.
- Open the person's profile.
- Open the Finance tab. Depending on how your profile page is set up, this is a tab on the profile, or an option in the More profile functions cog in the top-left of the profile.
- Click Pledges.
- Find the pledge in the list.
- Click its Action button.
- Click Manage Pledge. The Edit Pledge panel opens.
- Click Schedule in the menu on the left.
On the schedule:
- Amount: the amount due for that date, as set on the pledge. For a Part Paid date this is still the full amount due, not the amount paid so far.
- Part Paid and Paid (matched) with one payment: click the status to open the payment in a new tab.
- Part Paid and Paid (matched) with more than one payment: each payment is listed under the status with the amount it put on the date. Click an amount to open that payment in a new tab.
- Change date and Change amount: offered on Planned, Date passed and Checked - donor manages payment dates.
- Delete: removes an unpaid date from the pledge. It shows as Deleted, crossed out. A one-off pledge has only one date, so use Delete Pledge for it instead.
- Restore: offered on a Deleted date. It brings the date back as an unpaid date.