Completed Credit Card Pledges

CMS Cloud

How to better manage your completed pledges
 

Click Pending Charges on the Main Menu.
Then click on the Completed tab.
 
This shows you a list of all recurring pledges that have been completed.
 
For each pledge that is completed, you can do the following actions:
  1. Email: Send email email to the donor asking them to renew their pledge.
    The email template needs to be set up under Settings > Transaction > Letters.
     
  2. Edit: Opens the pledge details.
     
  3. Snooze: You can snooze this to have it come back up on the Completed list at a later time.
     
  4. Dismiss (x): Remove the pledge from the list without renewing it.
     
  5. Renew (+): Renews the pledge with the same information as the past pledge.
     
In the above list, you can see that bills for Adult Education and Seder are showing up.
To make it so that only Donation category shows, go to Settings / Transactions / Categories. Edit any category you should like to include, and check the "Add to Completed" check box.
 
What shows up on this list:
Any bill associated with a credit card, has more than one line item, and is fully paid.
And you can further restrict it to one or more categories as described above.
 
TIPS: 
  • Completed Pledges also show up on your CMS TODAY email.
    This can be enabled under Settings / Scheduler / Notifications.
     
  • You can see Completed pledges ahead of time (30, 60, 90 days).
    When viewing the Completed list, select this option from the Date Period drop-down
 
Article ID: 3793, , Modified: March 26 at 1:10 PM

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