Pledges and payments · Step 4 of 5

See what is overdue

Find pledges falling behind, using status columns and the filter builder.

Intermediate

Pledges quietly fall behind. Mich works out which ones without being asked, but you have to go and look.

Read the list

The Pledges list showing total, remaining, installment count, frequency and both status columns

Remaining and Payment Status are the two columns that matter here. Payment status is recalculated as dates pass, so a pledge that missed its date last week already reads Overdue.

Filter to just those

A filter row on the Pledges view reading Where, with field, condition and value dropdowns

Click Add Filter and build a row on Payment Status is Overdue. Stack another row to narrow further, by campaign or designation.

Where else this surfaces