Pledges

What is a Pledge?

A pledge is a commitment to make a donation or payment.  Pledges in Admire store information about the commitment, including:

• The Campaign

• Pledge date

• Due date and/or billing schedule

• Payment information if paid.

All payments in Admire must be linked to a pledge otherwise it will be considered ‘unapplied’.  Unapplied payments cannot be Recorded to Accounting.

How to Create a Pledge

A pledge can be created from several places:

• Top Bar

• From the Account

• From the Payment Entry Screen.

Create a Pledge From the Top Bar

• Click from the top right corner of the Admire screen.

• Select Pledge.

Create Pledge Screen

• The Create Pledge Screen opens.

• Now you need to fill out the required fields.

• Search for the account or selectto create a new account.

• Date - will default for the current date, change as needed.

• Use to create a pledge with an installment plan.

• Campaign - all pledges in Admire must belong to a Campaign, choose one from the dropdown list.

• Note - this field is optional, you do not need to fill it out.

• The other fields are Custom Fields that are linked to pledges - they are all custom to your organization and optional.

• Click or to save and keep this screen open to enter another pledge.

Create a Pledge from an Account

• Go to the Account.

• Select from the top right.

• Follow directions above under Create Pledge Screen.

Create a Pledge from the Payment Entry Screen

• When in the Create Payment screen you have the option of creating a pledge as well.

  • If there is no other open pledge on the account, the Create Pledge button will appear.

  • If there are open pledges on the account, only a + sign will appear.

• Select either button or .

• The Create Pledge screen will pop-up.

• Fill in the required fields.

  • Date - will prefill with the current date.  You may change it.

  • Campaign - you can use the dropdown to select from the list or to create a new one.

• To access more pledge fields click on .

• This will open the full Create Pledge screen.

• Click when done.