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...

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...

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...

Cancelling a Pledge is used when a Donor has opted to end their current donation commitment. This could be when they wish to end as of the current date, or end at a specified a future date. If you instead need to Delete t...

Deleting a Pledge is used when you no longer need to retain the Record of that pledge, or the associated Pledge Dates. Note that Deleting a Pledge will not delete any associate form Entries or Transactions. If you instea...

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...