Key Steps
1. Access Campaigns
Navigate to the Fundraising section.
Click on Campaigns to view the list of campaigns.
2. View Campaign Details
Select a campaign to view its Campaign Details.
The top section will display all associated payment plans.
3. Edit or Create Payment Plans
To edit an existing payment plan, select the applicable options.
To create a new payment plan:
Click on Add Donation Payment.
Select the donor (e.g., Donor 125).
4. Set Up Payment Plan
Check the donor's open pledge amount (e.g., $111).
Determine the monthly payment amount (e.g., $18).
Ensure the donor has a credit card on file; payment plans cannot be created without one.
5. Save Payment Plan
Divide the total pledge amount by the monthly payment amount.
Click Save to finalize the payment plan.
6. Monitor Payment Plan Status
Check the status of the payment plan (e.g., active or completed).
7. Manage Payment Methods
Understand the difference between manual and auto charge methods:
Manual payment recordings cannot be converted to auto charge.
Auto charge methods allow switching credit cards or merchant accounts.
8. Track Donations
View processed donations and future scheduled payments under the Donations section.
9. Update Future Transactions
Edit future transactions as needed.
Change the status of donations (e.g., from scheduled recurring to accepted).
10. Manage Checks
Filter payment methods to view checks.
Update check statuses:
Pending for checks to be deposited.
Accepted for checks not being tracked.
Bounce for checks that have bounced.
Cautionary Notes
Ensure that all donor information is accurate before creating or editing payment plans.
Double-check the payment method to avoid errors in processing payments.
Tips for Efficiency
Regularly review payment plans to ensure timely updates and avoid missed payments.
Use filters effectively to manage and track different payment methods.