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
- Once your pledge_payment or promise_payment template has been created and verified, navigate to the Pledges/Promises page.
- Click List Pledges or List Promises in the left-side menu.
- Click Open in the Pledges Bucket section, then click on the ID that you want to generate the payment reminder template for.
- 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
- Once your pledge_payment or promise_payment template has been created and verified, navigate to the Pledges/Promises page.
- Click Filter Reports in the left-side menu.
- Apply a Promise Yes/No filter.
- This is required. You cannot generate pledge and promise reminders at the same time.
- Apply any additional filters.
- 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.