Creating a Payment Schedule in DonorFuse.

This guide provides step-by-step instructions on how to create a payment schedule in DonorFuse. It covers two methods to create a payment schedule and provides detailed instructions for each step, including selecting the pledge, setting the start date and frequency of payments, choosing the payment method, and saving the payment schedule. Whether you are new to DonorFuse or need a refresher, this guide will help you successfully create a payment schedule.

Yossi N
28 steps
8 minutes

Donorfuse

Note: For payment schedules, please refer to this tutorial. For ***Donation schedules*** or ***Pledge schedules***, see the sections labeled "Donation Schedule" or "Pledge Schedule" respectively.

Navigate to [https://app.donorfuse.com/dashboard](https://app.donorfuse.com/dashboard)

There are two (2) ways to create a payment schedule in Donor Fuse: 1. From the "Pledges" page (Step 1). 2. From the "Schedules" page (Step 22).

Click "Donations".

Click "Pledges"

On the pledges page, you'll find a list of pledges. Scroll through or use the search bar to locate the desired pledge. *You can search by name or amount.*

Upon finding the pledge you're looking for, click on the three dots located to the right.

Click "Make a payment Schedule"

Check the box next to the pledge you want to schedule.

The default sets the entire amount on the schedule. To modify it, enter any amount, up to the total pledge

Click the "Start date" field to choose the start date for the schedule. *The default is today.*

Please specify the number of installments you would like for this payment schedule

Next, you will be given the choice to specify how often the schedule should repeat. There are two (2) drop-down menus: 1. to select a number 2. to select a time unit such as days, weeks, or months. For example, if you want the schedule to run bi-weekly, select "2" in the first drop-down menu and "weeks" in the second drop-down menu.

Click here to select a number

Click here to select the frequency: monthly, weekly, or daily

Let's move on to payment method. Click the "Payment Method" tab.

Click "Select" to choose the payment type

choose your payment type

Click here to enter a reference number. This field is required for "Gateway Transaction" or "Check" (Check # = reference number).

Select "Other" to add tags, notes, or upload documents.

Click "Please select"

Click "Save Payment Schedule"

Tip! You have successfully added a payment schedule.

You can also create a payment schedule from the schedules page, as demonstrated below.

Click "Donations".

Then click "Schedules"

Click "New Schedule"

Click "New Payment Schedule"

Click here to select the donor you wish to create a payment schedule for. *"Please type the name of the donor you are looking for."*

Once the donor you are looking for appears, click on it to select.

When you select a donor, you will see all of their open pledges on the screen. To select a pledge, simply click the checkbox next to it

Here, return to step 8. From this point onward, the process remains the same as the previous schedule

Creating a Payment Schedule in DonorFuse.

Yossi N
28 steps
8 minutes

Donorfuse

Note: For payment schedules, please refer to this tutorial. For ***Donation schedules*** or ***Pledge schedules***, see the sections labeled "Donation Schedule" or "Pledge Schedule" respectively.

Navigate to [https://app.donorfuse.com/dashboard](https://app.donorfuse.com/dashboard)

There are two (2) ways to create a payment schedule in Donor Fuse: 1. From the "Pledges" page (Step 1). 2. From the "Schedules" page (Step 22).

Click "Donations".

Click "Pledges"

On the pledges page, you'll find a list of pledges. Scroll through or use the search bar to locate the desired pledge. *You can search by name or amount.*

Upon finding the pledge you're looking for, click on the three dots located to the right.

Click "Make a payment Schedule"

Check the box next to the pledge you want to schedule.

The default sets the entire amount on the schedule. To modify it, enter any amount, up to the total pledge

Click the "Start date" field to choose the start date for the schedule. *The default is today.*

Please specify the number of installments you would like for this payment schedule

Click here to select a number

Click here to select the frequency: monthly, weekly, or daily

Let's move on to payment method. Click the "Payment Method" tab.

Click "Select" to choose the payment type

choose your payment type

Click here to enter a reference number. This field is required for "Gateway Transaction" or "Check" (Check # = reference number).

Select "Other" to add tags, notes, or upload documents.

Click "Please select"

Click "Save Payment Schedule"

Tip! You have successfully added a payment schedule.

You can also create a payment schedule from the schedules page, as demonstrated below.

Click "Donations".

Then click "Schedules"

Click "New Schedule"

Click "New Payment Schedule"

Click here to select the donor you wish to create a payment schedule for. *"Please type the name of the donor you are looking for."*

Once the donor you are looking for appears, click on it to select.

When you select a donor, you will see all of their open pledges on the screen. To select a pledge, simply click the checkbox next to it

Here, return to step 8. From this point onward, the process remains the same as the previous schedule