The Per pledge Reminder type creates one reminder per pledge, even if multiple installments are due for the pledge. When selecting Per Installment, a Reminder will be created for each installment on a Pledge that is past due. For example, if a Constituent has missed 2 of their Installment Payments, 2 separate Reminders will be generated for them.

In both cases, the date range specified on the General tab should include the date of the master (original) pledge. The Run date should always be the date the reminders are created (for example, today's date). The reason for this is that the Total Due is calculated based on the Run date.

For example, a $1,200 pledge with payments occurring monthly over a one-year period was made on 1/1/2001. No payments have been made on the pledge, and a reminder is created on 8/2/2001. Follow these steps to create one reminder for this pledge that indicates $800 is due:
  1. In Mail, create pledge reminders (BB69806)
  2. On the General tab in the second Reminder type field, select Per pledge
  3. In the Include Gifts with these Dates frame in the Date field, select Specific range and enter 1/1/2001 to 1/2/2001 
  4. In the Run date field, enter 8/2/2001

Follow these steps to include information on multiple installments on one reminder:
  1. In Mail, create custom pledge reminders (BB41000)
  2. On the General tab in the first Reminder type field, select Create custom data file
  3. In the second Reminder type field, select Per pledge
  4. In the Include Gifts with these Dates frame in the Date field, select Specific range and enter the appropriate date range
  5. Select the Fields to Include tab
  6. On the Fields to Include tab, select Gifts, Installment Amount
  7. On the Field Options screen, enter the number of installments to export for the pledge and click OK
    Note: All installments are included, even if they have been paid
  8. Select any other appropriate installment fields, such as Installment Balance, Installment Date, Installment Frequency, and Installment Number
In the Word Mail Merge Wizard in the merge document, insert the Installment merge fields. If multiple Installment fields were selected on the Fields to Include tab, ensure fields with the same merge field number are grouped together. For example:  
     Installment_Number_1
     Installment_Date_1
     Installment_Amount_1

     Installment_Number_2
     Installment_Date_2
     Installment_Amount_2