How to Specify Billing Frequencies for Pledge Payments

What Are Billing Frequencies?What Are Billing Frequencies?

Billing frequencies are periodic intervals at which payments are made to a fund. Examples of billing frequencies are monthly, quarterly, and annually.

Frequency SetupFrequency Setup

Each fund has billing frequencies associated with it. The Frequency Setup enables you to define the frequencies when the selected fund accepts pledge payments, for example, monthly, quarterly, or annually.

On the Home page, you can open the DM Funds page by selecting Funds in the navigation bar or by clicking the Go to Funds link at the bottom of the Funds card.

Open the DM Funds page.
The page opens in card view. To switch to grid view, click this button in the upper right: .
Locate the fund to which you want to add an appeal. To quickly find the desired fund, use the Search or Filter function.

To find out what content a search accepts, hover your mouse over this input hint: .

Select the fund's link as shown (in card view) below:

The fund's record is displayed.

Click the Frequency tab to open the Frequency Setup page.

This page lists the billing frequencies you can select for the selected fund.

For each billing frequency that you want to make available for the fund, complete the following:
1. On the row containing the frequency value, click to switch to edit mode.
2. Set the property values for the frequency. For descriptions of the fields in the frequency record, go to Fields in the Frequency Record.

Only one billing frequency can be set as the default for the fund.

Click to save your selections.