Total cards

The totals cards give a quick and accurate view of each donor’s total donations. The Total cards display cumulative amounts for each transaction type, as listed below:

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Total Payments card

This card displays the total payments processed from this donor.

Click the Payments card to open a window showing ALL records that make up the total.

In this window, you can:

• Search entries using details such as the card ending, amount, or receipt number.

• Filter by time frame via All Time field

• Choose how many Entries to show per page

• Filter by payment status. By default, the list displays transactions with a Success or Deposited status. Click the payment status field to view the full list of statuses, then select the desired ones.

• Fields - Adjust visible columns

Clicking the purple hyperlink (Receipt number) in any entry will open that transaction record.

Payment Transaction record

The transaction record will display all the information for that payment.

There are several actions that you can take:

• Edit payment

• New Transaction / Add Reminder

• Void and Refund Payment

• Actions - Print/Text/Email/Mail receipts

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Total Open Pledges

This card displays the total open pledges from this donor.

Click the Open Pledges card to open a window showing ALL records that make up the total.

In this window, you can:

• Search entries using criteria such as pledge number, donor name, or pledge amount.

• Filter by time frame via All Time field

• Choose how many Entries to show per page

• Filter by pledge status. By default, the list displays pledges with an Open, Running or Partially paid status. Click the Pledge status field to view the full list of statuses, then select the desired ones.

Running status: If a payment schedule is paying off a pledge, the pledge is considered paid and will have a status of ‘Running,’. This will be reflected in the Open Pledges card AND in the list of pledges.

• Fields - Adjust visible columns

Clicking the purple hyperlink (Pledge #) in any entry will open that transaction record.

Pledge Transaction record

The transaction record will display all the information for that pledge.

There are several actions that you can take:

• Edit pledge

• New Transaction / Add Reminder

• Actions - Print/Text/Email/Mail bills or void the pledge

• You can also pay the pledge by pressing this button:

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Total Scheduled

This card displays the total scheduled payments and scheduled pledges from this donor.

Click the Scheduled card to open a window showing ALL records that make up the total.

You will see separate tabs for the scheduled payments and the scheduled pledges.

In this window, you can:

• Search entries

• Filter by time frame via All Time field

• Choose how many Entries to show per page

• Filter by scheduled status. By default, the list displays transactions with a Scheduled status. Click the Schedule status field to view the full list of statuses, then select the desired ones.

• Fields - Adjust visible columns

Clicking the purple hyperlink (Schedule #) in any entry will open that transaction record.

Scheduled Transaction record

The transaction record will display all the information for that scheduled payment/pledge.

There are several actions that you can take:

• Edit schedule

• New Transaction / Add Reminder

• Actions - Cancel or pause the schedule

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Total raised

This card displays the combined total of all cards, representing the total donations contributed by this donor.