To set up a pledge to be paid off in installments via a credit card or direct debit:
  1. Open the Donation Form part to edit it,
  2. Under Donor gift scheduling options mark the checkbox to Allow pledge installment gifts. (Note: The payment method of credit card and/or direct debit must be selected to allow this option.)
  3. Set the desired options (Tip: Consider setting a minimum installment amount, such as $5 or $10, so donors don't create $0 or very small installments.)
  4. Click Save.

To allow pledges that donors can fulfill later ("Bill Me Later"):
  1. Open the Donation Form part to edit it,
  2. Scroll down to Payment setup section. The location of the Pledge (bill me later) option will vary depending on the selection here:
If Use Payment Part is selected:If Proceed directly to payment is selected:
  • Note the name of the selected Payment page.
  • Click Save on the Donation form part.
  • Navigate to the selected Payment page.
  • Open the Payment part to edit it.
  • Mark Pledge (bill me later).
  • Click Save.
  • Proceed to step 3,
  • If needed, select a Merchant account. (Note: An account must be selected, even if the form will only accept pledges.)
  • Mark Pledge (bill me later).
  • Click Save.
  • Proceed to step 3.
  1. A "Bill Me Later" pledge does not collect any credit card or direct debit information. Be sure to plan on how you'll follow up with the donor to facilitate pledge fulfillment. You can update the Donation Form part email confirmation with info on how to send a payment. Additionally, you can also send a thank you (acknowledgement) letter or pledge reminder from The Raiser's Edge after the pledge is downloaded.