# 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:

<figure><img src="/files/bhIL8jZKdHdegagTNG7x" alt=""><figcaption></figcaption></figure>

***

## <i class="fa-hand-point-right" style="color:$primary;">:hand-point-right:</i> <mark style="color:$primary;">**Total Payments card**</mark>&#x20;

This card displays the **total** [**payments** ](#user-content-fn-1)[^1]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:

<figure><img src="/files/RqY2D94pXVDLGaNZ7CxF" alt=""><figcaption></figcaption></figure>

* **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**

*<mark style="color:$primary;">Clicking the</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">**purple hyperlink**</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">(Receipt number) in any entry will open that transaction record.</mark>*

<figure><img src="/files/0OctCTj1wlmx5t2Vf3dF" alt=""><figcaption></figcaption></figure>

<details>

<summary><strong>Payment Transaction record</strong></summary>

The transaction record will display **all** the information for that payment.&#x20;

There are several actions that you can take:

<figure><img src="/files/E21Ma6FRN8dQup7tAiqy" alt=""><figcaption></figcaption></figure>

* **Edit** payment  <img src="/files/VmnZPUvLYzFMak0gYjab" alt="" data-size="line">
* [New Transaction / Add Reminder](#create-new-transaction-reminder) <img src="/files/qGMdZvNXor5CfgO0iY0Z" alt="" data-size="line">
* **Void and Refund** Payment <img src="/files/9W6nCUMGNgcMiT5xtzeP" alt="" data-size="line">
* **Actions** - Print/Text/Email/Mail receipts  <img src="/files/WO7v68DL21OzsVgvF9fR" alt="" data-size="line">

</details>

***

## <i class="fa-hand-point-right" style="color:$primary;">:hand-point-right:</i> <mark style="color:$primary;">**Total Open Pledges**</mark>&#x20;

This card displays the **total open** [**pledges** ](#user-content-fn-2)[^2]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:

<figure><img src="/files/RqY2D94pXVDLGaNZ7CxF" alt=""><figcaption></figcaption></figure>

* **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.

<details>

<summary><em><strong>Running status:</strong> 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.</em> </summary>

<figure><img src="/files/9X66hZCrXhwLD7iInCaT" alt=""><figcaption></figcaption></figure>

</details>

* **Fields** - Adjust visible **columns**

*<mark style="color:$primary;">Clicking the</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">**purple hyperlink**</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">(Pledge #) in any entry will open that transaction record.</mark>*

<figure><img src="/files/2WqNOMnQkDROPMPmyg1o" alt=""><figcaption></figcaption></figure>

<details>

<summary><strong>Pledge Transaction record</strong></summary>

The transaction record will display **all** the information for that pledge.&#x20;

There are several actions that you can take:

<figure><img src="/files/3oICDfBOCdO4RDdMOK71" alt=""><figcaption></figcaption></figure>

* **Edit** pledge<img src="/files/VmnZPUvLYzFMak0gYjab" alt="" data-size="line">
* [New Transaction / Add Reminder](#create-new-transaction-reminder)  <img src="/files/qGMdZvNXor5CfgO0iY0Z" alt="" data-size="line">
* **Actions** - Print/Text/Email/Mail bills or void the pledge <img src="/files/WO7v68DL21OzsVgvF9fR" alt="" data-size="line">
* You can also pay the pledge by pressing this button: <img src="/files/o9dIClhzW98P3dRj9Jk5" alt="" data-size="line">

</details>

***

## <i class="fa-hand-point-right" style="color:$primary;">:hand-point-right:</i> <mark style="color:$primary;">**Total Scheduled**</mark>&#x20;

This card displays the **total** [**scheduled payments**](#user-content-fn-3)[^3] and [**scheduled pledges**](#user-content-fn-4)[^4] from this donor.

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

*<mark style="color:$primary;">You will see</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">**separate tabs**</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">for the scheduled</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">**payments**</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">and the scheduled</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">**pledges**</mark><mark style="color:$primary;">.</mark>*

In this window, you can:

<figure><img src="/files/RqY2D94pXVDLGaNZ7CxF" alt=""><figcaption></figcaption></figure>

* **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**

*<mark style="color:$primary;">Clicking the</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">**purple hyperlink**</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">(Schedule #) in any entry will open that transaction record.</mark>*

<figure><img src="/files/JFGNRhoeSxS96gbpNem8" alt=""><figcaption></figcaption></figure>

<details>

<summary><strong>Scheduled Transaction record</strong></summary>

The transaction record will display **all** the information for that scheduled payment/pledge.&#x20;

There are several actions that you can take:

<figure><img src="/files/LoLRDryQFwR6w08t6baM" alt=""><figcaption></figcaption></figure>

* **Edit** schedule<img src="/files/VmnZPUvLYzFMak0gYjab" alt="" data-size="line">
* [New Transaction / Add Reminder](#create-new-transaction-reminder)  <img src="/files/qGMdZvNXor5CfgO0iY0Z" alt="" data-size="line">
* **Actions** - Cancel or pause the schedule <img src="/files/WO7v68DL21OzsVgvF9fR" alt="" data-size="line">

</details>

***

## <i class="fa-hand-point-right" style="color:$primary;">:hand-point-right:</i> <mark style="color:$primary;">**Total raised**</mark>

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

[^1]: In terms of a donation, a payment is the money or contribution given by a donor.

[^2]: A promise to donate money in the forseeable future.

[^3]: A scheduled payment is a payment set to be processed automatically on a specific date or at regular intervals, such as weekly or monthly. On each scheduled date, the donor’s card is automatically charged.

[^4]: A scheduled pledge is a planned, recurring pledge commitment.\
    Each occurrence creates an open pledge (invoice) that the donor is responsible for paying.


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