Entering & Managing Pledges
How to enter pledges, send reminders, and create reports
A pledge payment schedule, also called payment schedule, designates the amount, frequency, due dates, and payment methods for the pledge. The payment schedu...
Thu, 3 Sep, 2026 at 10:17 AM
When entering a new pledge or editing an existing pledge, the payment schedule is fully customizable. For a brand new pledge, from the new transaction e...
Thu, 3 Sep, 2026 at 10:23 AM
Annual pledges can be created by selecting the Frequency "Yearly," then entering the number of years. For example, a $50,000 pledge made with paym...
Thu, 3 Sep, 2026 at 10:23 AM
As soon as you make a change and tab or click out of the field, the schedule will refresh to reflect your changes. When you are finished making changes, cli...
Thu, 3 Sep, 2026 at 10:25 AM
Due dates are calculated based on the frequency of payments selected and the date of the first payment. The day the payments are due can be modified by doub...
Thu, 3 Sep, 2026 at 10:26 AM
Yes, to open an existing pledge, click on a Due Amount from the constituent's Pledges tab or the main Pledges grid. On the payment schedule, cl...
Thu, 3 Sep, 2026 at 10:28 AM
Yes, to open an existing pledge, click on a Due Amount from the constituent's Pledges tab or the main Pledges grid. On the payment schedule, cl...
Thu, 3 Sep, 2026 at 10:28 AM
Yes, to open an existing pledge, click on a Due Amount from the constituent's Pledges tab or the main Pledges grid. On the payment schedule, cl...
Thu, 3 Sep, 2026 at 10:30 AM
Yes, to open an existing pledge, click on a Due Amount from the constituent's Pledges tab or the main Pledges grid. To delete a payment, click ...
Thu, 3 Sep, 2026 at 10:32 AM
Yes, as long as at it is not a one-time pledge. Once the payment is made on a pledge with a frequency of one-time, it cannot be edited. For recurring pl...
Thu, 3 Sep, 2026 at 10:38 AM