Adding a Payment from the Pledge Profile

Modules>Fundraising>Pledges>Find or List Pledges>Pledge Profile

Payments can be made for an installment pledge directly from the Pledge Profile.

When adding a payment to an installment pledge from the Pledge Profile, you have the option to pay the next installment in full or to make a partial payment and re-generate the payment schedule for the remaining payments.

To add a complete payment to an installment pledge from the Pledge Profile, complete the following steps:

  1. Expand the Module Menu and click the Fundraising hyperlink to open the Fundraising Module.
  2. Click the Pledges group item to display the list of available group item links.
  3. Click the Find or List Pledges group item link to open the profile of the pledge to which you will be adding a payment.
  4. Click the Add Payment icon.

    5. Note: The Add Payment icon is only available on installment pledges. If there is already an open installment invoice, the Add Payment icon will go directly to the Add Payment page.

    The Order Installment Generation & Scheduling page opens.

  5. Click the Pay next installment in full radio button.
  6. Expand the Batch drop-down menu and select the batch to be used to process this payment.
  7. The Transaction date field will default to the scheduled date of the next installment, however this can be modified if needed.
  8. Click the Next button.The Add Payment page appears.
  9. The invoice number field defaults to the invoice associated to the installment pledge and should not be modified.
  10. Enter the first few characters of a purchase order in the po number field and click the Search icon to locate and select the purchase order associated to this pledge.
  11. The customer name field will default to the constituent that made the pledge.
  12. Click the auto default check box to automatically pay the amount due.
  13. Click the auto distribute payment check box to automatically distribute the payment amongst multiple line items if applicable.
  14. Enter the first few letters of a source code in the source code field and click the Search icon to locate and apply a source code to this payment.
  15. Expand the media code drop-down menu to select and associate a media code to this payment.
  16. The paid by field defaults to the constituent associated to the pledge, however this name can be modified if desired.
  17. Click the Next button.The Add Payment | Apply Payment page appears.
  18. Click the check box next to the type of confirmation you would like to send to the constituent to inform them the payment has been made. You can choose from: send by mail (postal mail,) send COE email, and/or send by fax.
  19. Enter another email address in the bcc confirmation email field to bcc another recipient to the email confirmation.
  20. Expand the batch drop-down menu and select the batch to be used to process this payment.
  21. The payment amount field will default to the amount due since you selected to pay the next installment in full.
  22. Expand the payment method field and select the method of payment to be used for this installment.Based on your selection, additional fields will display.
  23. Complete any additional fields required for the payment method chosen.
  24. Click the Save & Finish button.The Pledge Profile will display. The newly paid installment is visible on the schedule child form located under the Schedule tab.