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...
Thu, 3 Sep, 2026 at 1:24 PM
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 spreadshe...
Thu, 3 Sep, 2026 at 1:26 PM
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 ...
Thu, 3 Sep, 2026 at 1:29 PM
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...
Thu, 3 Sep, 2026 at 1:31 PM
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 ...
Thu, 3 Sep, 2026 at 1:50 PM
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 bra...
Thu, 3 Sep, 2026 at 1:59 PM
Pledge Reports
Pledge Reports from the Transactions Grid Anytime a new pledge, pledge payment or pledge write off is recorded, you will immediately see that informatio...
Thu, 3 Sep, 2026 at 1:39 PM