Pledge/Promise Payment Reminder

Pledge and promise payment reminders can be created using the pledge_payment and promise_payment template types. See the Upload & Configure Templates article to learn how to access and customize those templates.

Generate Individual Reminder

1. Once your pledge_payment or promise_payment template has been created and verified, navigate to the Pledges/Promises page.
2. Click List Pledges or List Promises in the left-side menu.
3. Click Open in the Pledges Bucket section, then click on the ID that you want to generate the payment reminder template for.
   
   
4. Click Payment Document in the left-side menu.
   • This will run the payment reminder template for that specific pledge or promise. You can then save or print the document. 

Generate Bulk Reminders

1. Once your pledge_payment or promise_payment template has been created and verified, navigate to the Pledges/Promises page.
2. Click Filter Reports in the left-side menu.
3. Apply a Promise Yes/No filter.
   • This is required. You cannot generate pledge and promise reminders at the same time.  
4. Apply any additional filters.
5. Click Payment Documents in the left-side menu.
   • This will run the payment reminder template for that filtered list of pledges or promises. You can then save or print the document.