Pledges
Yes, a pledge can have a matching transaction. For more information on matching transactions, please visit: Matching Tansactions
Tue, 19 Jul, 2022 at 2:23 PM
Yes, a pledge can have soft credits. For more information on soft credit gifts, please visit: Soft Credits
Tue, 16 Mar, 2021 at 12:38 PM
Yes, there can be multiple outstanding pledges for a constituent. They can be viewed by date in the main Pledges or Transactions grid and in the constituent...
Tue, 19 Jul, 2022 at 2:34 PM
The Pledges Grid in the Fundraising Module allows you to see and filter the pledges by the due date. To see overdue pledges you can filter the Due Date colu...
Tue, 19 Jul, 2022 at 2:58 PM
Once you have received the new credit card information from your constituent you can go into their record and enter the new card. A constituent may also up...
Thu, 20 Oct, 2022 at 12:21 PM
A pledge write-off will show that the pledge was originally made, however some, or all, of the payments were not completed. To write off a pledge, select ...
Tue, 19 Jul, 2022 at 3:55 PM
A pledge schedule, also called payment schedule, designates the amount, frequency, due dates, and payment methods for the pledge. The pledge schedule is sho...
Tue, 19 Jul, 2022 at 3:09 PM
When entering a new pledge, the payment schedule is fully customizable. From the new gift entry page, start by selecting the gift type of pledge and enter...
Tue, 19 Jul, 2022 at 3:11 PM
Annual pledges can be created by selecting the frequency "Yearly," then entering the number of years. For example, a $5,000 pledge made at $1,000 ...
Tue, 19 Jul, 2022 at 3:15 PM
As soon as you make a change and tab or click out of the field, the schedule will refresh to reflect your changes.
Tue, 16 Mar, 2021 at 2:32 PM