Anedot

A Commitment is a donation that automatically reoccurs on a set schedule, including weekly, bi-weekly, monthly, quarterly, semi-annual, or annual.

Commitments records can be viewed or managed on behalf of donors within the Finance&gt;Commitments tab.

Within the Commitments tab, you may do the following:

Actions: To view or manage a donor's commitment, hover over the donor's name then click Actions. You will then be able to select one of the following:

1. View: Click View to review the details associated with a donor's recurring commitment. 
2. Edit: Click Edit to adjust the donor's details, donation amount, withdrawal schedule, or update payment method. 
3. Deactivate: Cancels the recurring commitment effective immediately. Note: Cancelling a commitment does not cancel a donation that has already been withdrawn. A void or refund will need to be issued if the commitment withdrawal was not intended by the donor.

Export - Export commitment data to a CSV spreadsheet that can be used for reporting.

Filter - Commitments can be filtered by status, start and end dates, amount, frequency, payment method, origin type, and contact details.

1. Actions: To view or manage a donor's commitment, hover over the donor's name then click Actions. You will then be able to select one of the following: 
 1. View: Click View to review the details associated with a donor's recurring commitment. 
 2. Edit: Click Edit to adjust the donor's details, donation amount, withdrawal schedule, or update payment method. 
 3. Deactivate: Cancels the recurring commitment effective immediately. Note: Cancelling a commitment does not cancel a donation that has already been withdrawn. A void or refund will need to be issued if the commitment withdrawal was not intended by the donor.
2. Export - Export commitment data to a CSV spreadsheet that can be used for reporting. 
3. Filter - Commitments can be filtered by status, start and end dates, amount, frequency, payment method, origin type, and contact details.