They promised to pay by a date
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.
Who does this: Office staff5 steps
- 1
Open the commitment
Open it and find the “Collecting” box.
The Collecting box. - 2
Choose “Promised”
In Status choose “Promised”.
Status: Promised. - 3
Pick the date
In “Promised by” pick the date they said. Add a Note if you like (for example “said after Pesach”).
The date they promised. - 4
Save
Click “Save”. The commitment shows a “Promised for …” badge, and a note is added to the person's Activity.
- 5
Back to normal
To undo, choose Status “Normal” and Save.
Tips
- Other statuses: Payment plan (paying in installments — reminders stop), Disputed (they don't agree they owe it — needs a note), Paused (don't remind for now), Written off (admins only).
- “Who to call today” gives extra points to people whose promised date passed.
If something isn't working
It says “Pick the date they promised to pay by”.
Fill in “Promised by” when you choose Promised.
There's no Collecting box.
It shows only while something is still owed.
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