How to record Pledges and Pledge Payments

To record a new pledge

1. Go to the donor’s record
2. Click on Pledges
3. Click “New Pledge”
4. Enter the pledge information: Amount, Fund, Source, Received On, and the payment schedule.
5. Click “Create”
6. The next screen will show you an overview of the pledge.
7. To record a payment immediately, click “pay now”.

To Record a Pledge Payment

1. You can either start by clicking “pay now” (above), or simply go to the Donations tab and start entering a new donation.
2. Under the “Pledge” section, select the pledge that this donation relates to.
3. Save the donation as usual.

Reporting on Pledges

1. Click the Donations tab.
2. Under “Basis”, click “Accrual”
3. The pledges will show up in the report, along with any payments that have been recorded.