The five columns that print on 5-column reminders are the total amount of the pledge, the total amount billed, the total amount the constituent paid, the planned payment and the total amount due. Some values in these columns may change depending on the Run Date used and the option selected: 'Per pledge' or 'Per installment'.

The examples listed below are based on the following scenario: 

Mark has given a pledge on 8/1/06 of $1,000, which has ten monthly installments of $100 each. They are due on the first of each month and begin on 08/01/06. The first two payments have been paid: $100 on 8/01/06 and $100 on 09/01/06. The payment due on 10/01/06 has not been paid, and we have written off $50 of it, which leaves $50 still owed on the October installment. Today's date is 10/20/06. 

It is time to run reminders for November. The date range used depends on whether you select 'Per pledge' or 'Per installment'. 


    • Per pledge: The date range looks at the date of the original pledge. The date range used in the example is 08/01/2006 to 11/30/06. If you have pledges given before 08/01/06, you should adjust the gift range accordingly. For example, if you want to send reminders for all pledges made since 01/01/05, use a date range of 01/01/2005 to 11/30/2006. The Run Date field only affects Reminders if 'Per pledge' is selected as the Reminder type. It determines which installments are included on the reminder. We are setting this equal to the End Date: 11/30/2006.

    • Per installment: The date range looks at the date of the installments. The date of the original pledge does not need to be included in the date range for the reminder to print. The date range used in the example for November's reminders is 11/1/2006 to 11/30/2006. 

    Total Pledge 

    The Total Pledge column displays the total amount of the pledge for which you are printing the reminder, regardless of whether you run it per pledge or per installment. 

    For example, Mark's reminder has a Total Pledge amount of $1,000, regardless of whether you select Per pledge or Per installment on the General tab of the reminders.

    Total Billed 

    The Total Billed does not include any write-offs made to the pledge or installments.

    • Per pledge: The Total Billed column displays the total amount for all installments with the due date occurring
      before the Run date.
    • For example, Mark's reminder prints a Total Billed of $400 because he has four installments ($100 each) that were due prior to the Run date of 11/30/2006. In this scenario, the Total Billed includes the installment for which the reminder is sent (e.g. November).

    • Per installment: The Total Billed column displays the total amount of all paid and unpaid installments with a due date occurring before the due date of the installment for which you are printing the reminder.
    • For example, Mark's reminder prints a Total Billed of $300 because he has three installments (2 paid, 1 unpaid) for $100 each that were due prior to the November installment (e.g. the installment for which the reminder is printed).

    Total Paid

    The Total Paid column displays the total amount the constituent has paid toward the pledge or recurring gift, regardless of whether you print reminders per installment or per pledge. The Total Paid amount includes all pledge payments and any write-offs falling within the specified date range. 

    For example, Mark's reminder prints a Total Paid of $250 because he has made two payments of $100 each for a total of $200 and we have written off $50.

    Planned Payment

    • Per pledge: The Planned Payment column displays the total amount of all installments with a due date that occurs before the Run date whether they are paid or not. Any write-offs made to the pledge or pledge installment for which you are printing the reminder is subtracted from the Planned Payment.
    • For example, Mark's reminder prints a Planned Payment of $350. He has four installments of $100 each ($400) that occur prior to the Run date of 11/30/06. He has a write-off of $50 that is subtracted from the total amount of the installments for a total of $350.

    • Per installment: The Planned Payment column displays the amount due for the current installment. Any payments made toward the installment are not included in the Planned Payment. Any write-offs you made to the installment are subtracted from this amount.
    • For example, Mark's reminder prints a Planned Payment of $100, which is the amount due from the current (e.g. November) payment. The $50 write-off is not subtracted from the $100 because the write-off was applied against the October installment, not the November installment.

    Total Due

    • Per pledge: The Total Due column displays the total amount due for the pledge as of the Run date. It adds the installment amounts for each installment that is prior to the Run date. It then subtracts the amount paid on the pledge and write-offs.
    • For example, Mark's reminder prints a Total Due of $150. The total amount of the installments prior to the Run date (11/30/06) is $400 (4 installments for $100 each). The amount paid on the pledge is $200 and the write-off is $50. $400 minus $200 - $50 is $150.

    • Per installment: The Total Due column displays the total amount due for the installment. Any write-offs or payments made to the installment are considered in the calculation of the Total Due.
    • For example, Mark's reminder prints a Total Due of $100 because that is the total amount due for the November installment. The $50 write-off is not subtracted because that is applied to the October installment, not the November installment.