---
title: "Payment Schedules"
slug: "payment-schedules"
updated: 2026-03-20T05:14:09Z
published: 2026-03-20T05:14:09Z
canonical: "docs.powerworker.com/payment-schedules"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.powerworker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payment Schedules

Payment schedules are like donor commitments but comprise of multiple scheduled gifts instead of just one. Each payment schedule record contains the donation amount, the payment frequency, and the date range.

There are two types of payment schedules:

1. Recurring donations (these include a payment method and a tribute section)
2. Pledges

To work with payment schedule records, follow these steps:

1. In the navigation pane, select Gifts from the Change area menu.
2. Under Gift Processing, select Payment Schedules.
3. The default view opens and displays existing records. If needed, switch to a different view.
4. To open an existing payment schedule record, select the check mark in the left column of the record's row, then select Edit on the action pane.

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(204).png)

### Add a new recurring donation

1. In the navigation pane, select Gifts from the Change area menu.
2. Under Gift Processing, select Payment Schedules.
3. In the view that opens, select New on the action pane.
4. Enter the following fields on the new record's Single Donation Form tab.

#### ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(205).png)

### Pledge a schedule entry

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(206).png)

| **Field** | **Description** |
| --- | --- |
| Gift Type | Select Recurring Donation |
| Payment Type | Choose a payment method for processing the donations. |
| Donor | Look up the contact or organisation who's donating. |
| Amount | The total donation amount. |
| Channel | The channel the gift was received in: Phone: Gift received by phone. In Person: Gift received in person. Direct Mail: Gift received by mail. Online: Gift received online (for example, third-party website or e-transfer). Social: Gift received via social media campaigns. |
| Book Date | The default date is always the current date displayed in the end user's time zone. You can select a different date. |
| Originating Campaign | The campaign or event that the gift is related to. |
| Primary Designation | The designation contains the information needed to track both expected and received revenue (Credit/Debit). |

### Recurrence Schedule

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(207).png)

| **Field** | **Description** |
| --- | --- |
| Start Date | The first day to process the recurring donation. The default date is always the current date in the end user's time zone. You can select a different date. |
| End Date | The last day to process the recurring donation. The date displays in the current user's time zone. You can leave this field empty if no end date is specified. |
| Recurrence Start | The day that payments are debited from the account each time (for example, first of the month or 15th of the month). |
| Run Every | The frequency for processing the pledge (for example, every one month or every two weeks) in the Time Period. |
| Time Period | The unit of time for processing the donation (for example, weekly, monthly, or annually). |

> [!NOTE]
> Dates Format
> 
> All dates are displayed according to the time zone set for the current user. For default dates, the background time portion will be set as the time of the transaction. Where a different date is selected, the time portion is set to midnight. The time portion of End Date is set to 23:59:59. All dates are converted to UTC for background processing purposes. Recurring transactions run once per day at 04:15 UTC by default. The time part of the date isn't visible in the user interface.

### Contact Address

The Contact Address section contains the Donor’s contact details.

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(208).png)

### Payment schedule details

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(209).png)

| **Field** | **Description** |
| --- | --- |
| Currency | A lookup field to choose the applicable currency for this pledge. |
| Receipt Preferences | Represents the receipt preferences from the account or contact. You can set or change this field at the transaction level. **DO NOT RECEIPT**: Indicates the donor doesn't want to receive a receipt for their donation. **Email**: Indicates the donor would like to receive a receipt for their donation via email. **Print**: Indicates the donor would like to receive a printed receipt for their donation. **Both**: Indicates the donor would like to receive a printed receipt and a receipt via email. |
| Donate Anonymously | Indicates whether the contact would like to be included in any marketing material for this particular donation. |

### Fundraising attributes

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(210).png)

| **Field** | **Description** |
| --- | --- |
| Appeal | The appeal this gift record is related to. |
| Package | The package this gift is related to. |
| Solicitor | A lookup field to identify the individual credited with obtaining the gift. |
| Related Constituent | A lookup field to identify the contact/constituent related to the gift. For example, an organisation might be the donor, and the related constituent is the individual associated with the organisation’s gift. |

### Payment Method

Before gift processing, you must set up a configuration record to activate the processes for completing credit card transactions, donations, and integrations. After you make changes to the configuration record, some features might not be available. For more information about configuration records, go to Primary configuration record.

### Tribute

Indicates whether the gift was made in tribute or memory.

### Process recurring donation

1. Complete all fields in the Payment Schedule Entry section.
2. Complete all fields in the Recurrence Schedule section. In the following scenario, a recurring donation of $50.00 is being charged to the donor every month. First, specify the payment method (this example uses Credit/Debit, along with a New Card), and then select Process.

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(211).png)
3. Add payment information, and then select Save.
4. Select Process to complete the recurring payment schedule. You can also select Save or Save and Close to complete the recurring payment schedule. If the user selection in the Recurrence Schedule requires the first payment of the recurring donation to be processed on the same day, then selecting Process, Save or Save and Close immediately triggers the first payment and creates a linked transaction under the recurring donation.

After you successfully schedule the payments, a transaction is also created and related to its parent payment schedule. This transaction represents the revenue charged during this process. The payment schedule acts as the controller of the ongoing recurring donation and the generated transactions represent the attempts to collect the revenue.

### Cancel recurring donation

1. Open the donor's contact record.
2. On the General tab, select Recurring Gift from the central contact snapshot.

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(212).png)
3. Select and open the recurring donation to cancel.
4. On the action pane, select Cancel recurring donation.
5. Complete the fields Reason and Note, and then select Cancel recurring donation.

### Convert – pledge schedule

To convert a pledge instalment into a donation, select the instalment and then select Convert to Donation.

The solution generates a corresponding donation record set to the correct amount and linked to the originating pledge allocation. Once all required fields are complete, select Process.

In the Pledge Schedule, the pledge instalment’s Total Amount reflects the payment, and the Status Reason is set to Completed.

### Application walkthrough videos

This video demonstrates how to access a payment schedule record within the PowerWorker Engage application. It shows the details captured in the payment schedule, including related transactions and designations. This guide helps users understand how scheduled payments are tracked and linked to specific donations.

[Video](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/Payment%20Schedules.mp4)