There are two ways to process a pledged donation (when a donor makes an agreement to pay for their donation over a period of time):
- Setting up pledge reminders to send the patron email or letter notices when it's time for their next payment
- Setting up post-dated payments to automatically charge the patron's credit card on a pre-determined schedule
Add Pledge Reminders to Pledged Donation Top
Attach pledge reminders to the new donation
- Follow the steps to add pledges to the new donation record
Take the first payment amount
- Click the Payment button to go the Payment Screen
- Change the Payment Amount to reflect the amount that the patron will pay at the time the donation is created
Place the remaining balance on account
- Use the On Account payment method option to put the remaining unpaid balance on the patron's account
Follow the pledge schedule to send reminders and take the patron's future payments
- Send the pledge schedule notes as scheduled
- Take additional partial payments on the order when the patron follows up on the reminders
Add Post Dated Payments to Pledged Donation Top
Attach pledge reminders to the new donation
- Follow the steps to add pledges to the new donation record
Setup post-dated payments on the donation order
- Click the Payment button to go the Payment Screen and go to the Create Post Dated Tab
- Follow the steps to setup post-dated payments as per your agreement with the patron
- Close the order
Theatre Manager will create the payments for the allotted time period. When viewing the donation in the Donation Tab, the amount due will appear as $0.00 because the payments have been guaranteed through the post-dated payments.