mich

Pledges and payments · Step 1 of 5

Create a pledge

Record a commitment and let Mich build the payment schedule from it.

Intermediate

1. Start a new pledge

Go to Pledges.

The Actions panel on the Pledges view with the Add button outlined and the New Payment button below it

Click Add (A). New Payment (B) below it is for recording money against a pledge that already exists, which Record a pledge payment covers.

2. Enter the commitment

The pledge form with a donor, a total amount of 1,200 dollars, a monthly frequency, and start and end dates
FieldNotes
Donor (A)Who made the promise
Total Amount (B)The whole commitment, not the installment
Frequency (C)one-time, monthly, quarterly or annual
Start Date (D) / End Date (E)The window the payments fall in

Enter the total. Mich divides it across the schedule; you do not work out the installment yourself.

3. Attribute and save

Set the designation, campaign and appeal exactly as for a donation, then save.

The Pledges list showing the new pledge with its total, remaining balance and status

The list carries both the pledged total and what remains, so the outstanding balance is visible without opening anything.