Pledges Grid
Information and reporting available on the Pledges grid.
What is the Pledges grid?The Pledges grid is an overview of all existing pledges, with the amount due, amount paid and remaining balance for each. You can find this grid by going to Workspace Fundraising Pledges. The Pledges grid is only updated for pledge payments and write offs once per day, overnight…Can I export my pledges?Yes, you can export the view you have created on the grid to an Excel file by selecting Actions and then selecting Export To Excel File. The excel spreadsheet should download in your web browser automatically. If it does not please be sure to have your pop up blocker disabled.How do I see pledge payments that are overdue?The Pledges Grid in the Transactions & Invoicing Module allows you to see and filter the pledges by the due date. To see overdue pledges you can filter the Due Date column to be "Equal to or Before" and enter the date as today's date. Or you can use the filter in the side bar fo…How do I see if a payment has been received?You can view the pledges due and amounts paid for all constituents by viewing the main Pledges Grid in the Transactions & Invoicing Module. You can view the Date Paidand Amount Paid. If there is a date in the Date Paid column, but $0 or less than the Amount Due in the Amount Pai…How do I send pledge payment reminders?Pledge payment reminders are only necessary for constituents who are paying by check for their pledges. Pledges assigned to a credit card for their Payment Methodhappen automatically and do not require a reminder. Constituents with an auto pay pledge will receive an acknowledgem…How do I send new pledge acknowledgement letters?Unlike direct contributions where the money has already been received, pledges are commitments to pay in the future. Generating letters to acknowledge a brand new pledge is done from the Pledges - Summary grid. 1. If you are on the Pledges - Details grid, click on Switch to Summ…Pledge ReportsPledge Reports from the Transactions Grid Anytime a new pledge, pledge payment or pledge write off is recorded, you will immediately see that information on the Transactions grid in the Transactions & Invoices Module as well as on the constituent's Transactions tab. The grids wi…