A donor asks for a payment plan
Donors can ask for a payment plan from their portal (or on the phone). You set up the installments, mark the commitment, and tell them it's done.
- 1
The request arrives
To do โ "Donor requests". It says "Payment plan" with the months they chose (e.g. 6 months โ about $60 a month) and their note.
Donor requests are their own tab. - 2
Call them if needed
Press "๐ Call" to agree on the day of the month and the card.
- 3
Set up the installments
Record โ "Recurring gift". Pick the person, "Amount each payment", Frequency Monthly, "First charge" date, "# of payments", and "Pay down a commitment (stops when it's paid)" โ their pledge. Type the card and press "Start recurring gift".
A recurring gift that pays down a commitment. - 4
Mark the commitment
On the commitment โ Collecting โ status "Payment plan" โ Save. Reminders stop.
Set the status to Payment plan. - 5
Close the request
Back in To do, type what you did (e.g. "6 monthly payments of $60 from the 1st") and press "Done โ". The donor sees your note under "Your requests" in their portal.
Tips
- Marking the request Done doesn't set up the plan by itself โ do steps 3 and 4 first.
- The recurring gift stops by itself once the commitment is paid.
If something isn't working
No card on file and they don't want to give it on the phone.
Send their card-update link first; once the card is saved, set up the recurring gift with that card.
Their pledge isn't in "Pay down a commitment".
Pick the person first โ the list shows only their open commitments.