Pledges & recurring

Record money someone promised to give — a pledge, or a מתנה בלי נדר from an aliyah. It stays open with a balance until it's paid, and you can send reminders with a pay link.

After Shabbos, enter what each person gave “bli neder” for their aliyah or mi shebeirach so it's billed and paid like any commitment.

When someone pays what they owe — all of it or part — record it so the balance goes down and they get a receipt.

A payment was applied to the wrong commitment, or not applied at all. Change it on the gift's page and both balances fix themselves.

The donor raised their pledge, or you typed the wrong amount? Change the commitment's details on its page.

When a donor says “I'll pay after Pesach”, mark the commitment “Promised” with that date. Reminders wait until then, and pick up the day after if it isn't paid.

Let a donor pay a big pledge over several months. With a card, Yahiv charges it each month and stops when the pledge is paid. Paying by check each month? Mark it “Payment plan” so reminders stop.

When you've given up on collecting the rest of a pledge, write it off. The balance comes off every total, but the pledge and its history stay on record.

Cancel a commitment that was entered by mistake or that the donor took back. It stops counting as owed and can be restored later.

The pledge was put on the husband but the wife is paying, or on the wrong account. Move the commitment — and the payments made on it — to the right person.

Brothers pledging together for a parent, partners, or a husband and wife: put several people on one commitment. Either they pay it down together, or each owes their own share.

Text, email or WhatsApp a reminder with a secure link where the donor sees the balance and pays by card — for one commitment or many at once.

Send the donor a link to read the terms and sign the pledge with a finger or mouse. The signed PDF is kept on the commitment. You can also offer a public form where people pledge and sign at once.

Each new pledge gets a number with your letters, like PL1024, so it never clashes with numbers brought in from another system. Change the letters if you like.

Charge a donor's card automatically every week, month, quarter or year — ongoing, for a set number of payments, or until a pledge is paid.

The donor asks to skip a month, or to be charged after Pesach. Skip moves every remaining charge — including the last — one period later. Nothing is lost from the total.

The donor has a new card. Save it on their page and switch the recurring gift to it — or send them a link to put in the new card themselves.

When a monthly charge is declined, Yahiv tries again on your retry days and lets you know. A card that can't work (expired, closed) isn't retried — the donor is asked for a new card right away.

Stop a recurring gift for good, pause it for a while, or let it end after a certain number of payments.