Skip to main content
How To Add Installment Invoices To Offline Pledges (Legacy)
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

When you add an offline pledge, a number of installment invoices will automatically be created based on the defined pledge period and interval.

To add or modify these invoices, follow the steps below:

Step 1: Navigate to the Manage tab. For a complete list of all invoices among all pledge donors, you can select Installment Invoices and keyword search to find the desired donor.

(Optional) Use the dropdown in the upper left to specify a specific campaign, or view invoices across all campaigns.

If you want to manage all invoices per pledge donor, you can select Pledges and select the pledge profile.

Step 2: Select Invoices tab at the top.

Step 3: To mark a payment received, you can use the three dots on the far right to Mark as paid. You can also Delete or Edit an invoice.

Once the invoice is marked as paid, you will see the amount collected toward pledge progress increase. Under Payments, an installment payment will automatically be created.

Step 4: Under Invoices tab, you can add an installment invoice by selecting Add Installment Invoice.

Step 5: Add the amount due and the due date and Save.

Was this article helpful? Rate it below!

Did this answer your question?