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    Editing a pledge
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    Editing a pledge

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    Article summary

    Here's how to edit a pledge:

    1. Search for the person that you wish to edit their pledge.
    2. Click on the cog on the left hand side and from the dropdown menu choose Finance.
    3. Click on the Pledges tab.

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    1. Click the Action dropdown list alongside the existing pledge that you wish to edit. You will see that you have a number of options for a pledge, namely to Edit, Add a note, or Show pledge dates.

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    1. Click Edit.

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    1. On the Edit a pledge screen change the relevant details and select a** Date these changes are to be applied from**.
    2. Click Save.
    Note

    When an existing pledge is edited and some of the pledge date(s) have already passed, the old pledge will be closed off (with a date stamp of the day before the current day if no other date is selected) and a new one created with a combination of the old details that remained unchanged and the new details. If the end date of the original pledge was not changed then the new/edited pledge will continue until the end date of the original pledge.

    Click here for more information on how to delete a pledge.

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