Create a Pledge Payment

Written by Nick Miles

Last published at: May 8th, 2019

When you receive a payment toward an outstanding pledge that a donor made, you will need to enter it as a Pledge Payment.

  1. Navigate to Pledges from the Home page.
  2. In the Pledge Buckets window, select Open.
  3. Select the Pledge ID number.
  4. Click Add Payment in the left-side menu. 
    • You will be redirected to the Donations (Pledge Payment) page where you can enter the Payment Details.
      • Enter the payment details, including the amount, associated campaign, thank yous, payment method, and a description (indicating this is a pledge payment). At a minimum, enter the Amount, Payment Method, and a Description. 
  5. Click the Process button.
  6. Review the Pledge Payment and click Post.

The total pledge balance will be reduced by the amount processed.