How to Edit Default Billing Frequencies for Pledge Payments

  1. Open the Funds  page.
  2. Locate the fund to which you want to add an appeal. To quickly find the desired fund, use the Search or Filter function.

  To find out what content a search accepts, hover your mouse over this input hint: .

  1. Select the fund's name link to open the fund's record. 
  2. Click the Frequency tab to open the Frequency Setup page.

This page lists the billing frequencies you can select for the selected fund. 

  1. For each billing frequency that you want to edit, complete the following:
    1. On the row containing the frequency you want to edit, click  to switch to edit mode.
    2. Change the properties of the frequency. For descriptions of the fields in the frequency record, go to Fields in the Frequency Record

 Only one billing frequency can be set as the default for a fund.

  1. Click  to save your selections.

 

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© Development Manager Help v5.0.13 October 12, 2023 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.