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Pledges
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Pledges
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Pledges and recurring payments
Infoodle can capture peoples intentions to give you money on a recurring basis. This can take two forms. a) They use a credit card ( eway , stripe or ezidebit ) to make an initial payment. Infoodle captures a special record of this event and at...
Adding a pledge
Viewing Pledges On a person's profile page, you can use the 'Pledges' section of the Finance tab, to see any pledges for that person. These may be manually added, or created via a form. This section also lists the history and upcoming transac...
Editing a pledge
Here's how to edit a pledge: Search for the person that you wish to edit their pledge. Click on the cog on the left hand side and from the dropdown menu choose Finance . Click on the Pledges tab. Click the Action dropdown li...
Deleting a pledge
To delete a pledge: Search for the person that you wish to edit their pledge. Click on the cog on the left hand side and from the dropdown menu choose Finance . Click on the Pledges tab. Click the Action dropdown list alongside the ...
Creating and reconciling pledges
Manually Added Pledges These are pledges that are not generated by or connected to a form. They are created by going to a persons profile page, selecting the Finance tab, selecting Pledges - and Adding. Pledges are reconciled via the Add A Tran...