Edit a Pledge

Editing a Pledge

• Click on the pledge to open in up fully on the right-hand sidebar.

• Use the on the top-right to:

  • Create Installment Schedule

  • Send Invoice - see below for directions

  • Link to Entity

  • Change Account -  move the pledge to alternate account, see below for directions

  • Delete the Pledge

Send Invoice

• Click on and choose .

• Two options will appear:

  • Choosing Email

    • will email the account an invoice

    • will NOT work if there is no email on file

  • Choosing Print

    • will generate an Invoice in another tab on your browser for you to print out.

• Learn more about sending Invoices here.

Change Account

• Click on and choose .

• The Find Account screen will popup.

• Use the search bar to find the account or to create a new one.

  • If you create a new account the pledge will automatically transfer once you save the new account information.

• Select the account from the list that appears once you search.

  • The pledge will transfer to the selected account.

Edit the Campaign

• Click on the Campaign Name to edit it.

• Use the dropdown to select a new one from the list.

• Clicking the X clears out the original campaign name.

Edit Pledge Fields

• Click the actual date/amount/note to edit it.

  

  • To add a note click the + next to .

• Click the when done or click to cancel the edit.

Edit the Applied Payment

• Click the Applied Payment and that payment will now open in the right-hand sidebar.

• Edit the payment.