Sometimes, your donors will want to pledge and pay installment payments with cash or check. You can easily add an offline pledge and track offline installment payments towards completion of the pledge.
Installment payment receipts are not automatically sent for offline pledges. Installment payment receipts should be sent manually.
To add an offline pledge, follow the steps below:
Step 1: Under Manage select Pledges from the left navigation and select Add Offline Pledge on the right.
Step 2: Use the dropdown to assign the pledge to a campaign. Additionally, you can assign the pledge to a personal, team or organization page if applicable.
Step 3: Enter the pledge terms including:
Total pledge amount
Period (number of payments)
Interval (monthly or annually)
Start date (in UTC time; all subsequent payments will be calculated from this date)
Create date (in UTC time; used on the donor wall for ordering)
Step 4: Enter the donor information including:
Donation display name
Anonymous pledge
Donor first and last name
Donor contact Information including postal if needed
Donor Comment
Tribute information
Save all changes.
Your pledge should now be listed among all other online/offline pledges.
A number of installment invoices will automatically be created based on the defined pledge period and interval.
Learn more about adding installment invoices and installment payments.