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To enter a pledge payment, you can add a new transaction from the Constituents Grid in the CRM Module or the Transactions Grid in the Transactions & Inv...

Yes, you can always add general type contributions, even if a constituent has any open pledges. You can apply any contribution to any open pledge, you can...

When recording the pledge payment, enter the amount received in the Amount field at the top of the screen. The amount will be applied towards the next Due A...

If a constituent pays more than the expected amount, you have the choice to treat the overpayment as an additional general transaction or have it apply to t...

Yes. If you need to edit a past payment that has already been recorded, you will need to edit that payment from the main Transactions Grid or the constituen...

You can request an update if you received notice that a credit card was declined or the constituent reaches out to update their credit card information. Ple...

Yes, using either the Simple or Advanced Donation pages, you can accept a pay later request. This type of donation will create a pledge within the constitue...

If your organization tracks pledges in financial reporting, you may need to record any pledges which go unfulfilled as write offs.  You are able to edit p...

No. A pledge is set up for payments from one constituent. A contribution from one constituent cannot be applied to another constituent's pledge. In ...

Yes. You can have the constituent update via the constituent portal, or an internal user can send an update request from the constituent's Payment Optio...