This article is part of a series. At the bottom is a link to the next article. If you have not created a campaign yet, click here to go to the beginning of the series.
Adding a Pledge
After adding a campaign, you will then have the option to add a pledge. At any time, you can go back and edit a campaign to add a pledge.
If you just added a campaign and are on the Pledge Campaign Details, you may skip to step 4.
- Go to Revenue > Pledge Campaigns.
- Find the campaign.
At the top, filters are available to make the search easier and a button to sort the list.
- On the right side, next to the campaign, click ACTIONS, and Edit.
- Click on the Pledges tab.
- Click ADD A PLEDGE.
- Select the profile that is making the pledge.
At the top is a field where you may enter the profile name or ID to make the search easier.
- Next to the profile, click Select.
- Enter a Start Date and End Date for the period of this pledge. This can be the same date if you are adding a one-time donation.
- For the Pledge Amount Total, enter the total amount for the period.
- For the Pledge Years (optional), you may enter an amount. It depends on the Start and End Date.
For example, if the Start Date was 8/31/2023 and the end date was 8/31/2025, you would enter 2 for the number of pledge years. However, if the Start Date was 8/31/2023 and the end date was 8/31/2023 (a one-time pledge) then you would leave the Pledge Years blank.
- For the Pledge Level (optional), you may choose a level for additional tracking.
The pledge levels may be configured by going to Admin > Pledge Level Codes.
- Choose the Revenue Item that will be referenced by the invoices and billing for this pledge.
- Choose the Billing Cycle to be used for each pledge. This will be used for all billings created from the pledge and you can also link invoices to this for one-time donations.
- The Assigned To (optional) allows a user to be selected for reporting purposes.
- For the Notes (optional), you may enter more information about this pledge.
- Notice the option to Create Billing Record For This Pledge. This will automatically create a billing record for the profile selected earlier (using the pledge amount and billing cycle above). If you uncheck this option, you can still go back and manually create the billings later.
- Click Save.
After adding a pledge, you will land on the edit pledge screen where you can view or make changes to the pledge details, billing, and invoices. This screen can be re-visited by editing the pledge.
Under Pledge Details, notice the Custom fields (Custom 1-Custom 5). These allow you to track more information beyond the notes field. They cannot be renamed.
Editing a Pledge
- Go to Revenue > Pledge Campaigns.
- Find the campaign.
At the top, filters are available to make the search easier and a button to sort the list.
- On the right side, next to the campaign, click ACTIONS, and Edit.
- Click on the Pledges tab.
- Find the pledge.
- On the right side, next to the pledge, click ACTIONS, and Edit.
- After making the desired changes, scroll to the top or bottom, and click Save.
Deleting a Pledge
Exercise caution because this operation cannot be undone. Deleting a pledge will NOT delete the billing record or invoices tied to that pledge. If you need to deactivate or delete billing records, that must be done on the Billing tab of the pledge prior to deleting, or in the Billing tab of the profile.
- Go to Revenue > Pledge Campaigns.
- Find the campaign.
At the top, filters are available to make the search easier and a button to sort the list.
- On the right side, next to the campaign, click ACTIONS, and Edit.
- Click on the Pledges tab.
- Find the pledge that you want to delete..
- On the right side, next to the pledge, click ACTIONS, and Delete.
- Click Delete to confirm.
Next in series: Managing Pledge Billing Records