Entering & Managing Pledges

How to enter pledges, send reminders, and create reports

What is a pledge payment schedule?
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
How do I customize the pledge payment schedule?
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
How do I create a pledge schedule that is based over a certain number of years?
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
How do I refresh the pledge schedule for changes that I’ve made to the terms of the pledge?
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
How are pledge due dates calculated?
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
Can I edit a specific due date on the pledge schedule?
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
Can I edit a specific payment amount on the pledge schedule?
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
Can I add an additional payment due to the pledge schedule?
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
Can I delete a payment due from the pledge schedule?
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
Can I change the pledge schedule after payments have been received?
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