Edit & Delete a Pledge

Written by Nick Miles

Last published at: October 19th, 2018

To Edit a Pledge:

  1. Navigate to Pledges from the Home page.
  2. Click the Pledge ID number.
  3. Click Edit from the left-side menu.
  4. In the Pledge window, edit the Description and/or Amount.
    • Note: The Pledge Amount cannot be decreased; it can only be increased.
  5. In the Adjust Pledge Amount window, next to Adjust Date, select when you want to adjust the pledge amount.
  6. Enter the associated account next Adjust Account.
  7. Click Save.

To Delete a Pledge:

  1. Select Delete from the left-side menu.

Note: If the Pledge has been Posted, you will need to Unpost the Pledge before you can Edit or Delete.