Hi there,

We're relatively new to NetSolutions and are trying to migrate our automatic payment scheduling to it, but I can't figure out how to set up our online donation pages in a way that's (a) similar to what our donors are used to seeing currently, and (b) allows us to capture necessary pledge and installment information. 

Under our current system, a donor can enter their total pledge on our online donation form and choose a quarterly or monthly payment schedule.  Then we manually enter the pledge and the payment schedule.  With NetSolutions, it seems like you can either have a page that accepts/downloads one-time donations or pledges or a page that accepts/downloads a monthly recurring gift.  The problem is that the pledge page doesn't require the donor to enter or request a payment schedule -- how would we know the installment schedule? -- and the recurring gift page doesn't download as a pledge, it can only download as a recurring gift.

I'm not sure how we can easily track donors' pledge balances, or query a total of committed and outstanding pledges.  Even if we entered a pledge manually after seeing a new recurring gift download, we wouldn't be able to apply recurring gift payments to the pledge; only to the original recurring gift.  (The gift type can't be changed to a pledge, either - we've tried that.)

Has anyone using NetSolutions found a workaround for this?

Thanks,

Ian

Ian,

 Did you ever manage to figure this out?  I am having a similar issue and was on looking for a solution.

 Karen