How Payments Work

Payments are not entered directly on the pledge itself. Instead, payments are recorded as donation transactions and then linked to the pledge.

There are two ways to apply a payment to a pledge:

Option 1 – Collect Payment from the Pledge (Recommended)

Use this option when collecting a new payment.

Steps:

  1. Navigate to CRM > Customer Management > Pledges
  2. Locate the pledge
  3. Click the Manage (gear icon)
  4. Select Collect Payment
  5. In the slideout, click Go to Box Office
  6. Complete the donation transaction using the existing payment flow

What Happens:

  • A new donation transaction is created
  • The transaction is automatically linked to the pledge
  • The pledge updates:
    • Fulfilled amount increases
    • Outstanding balance decreases
    • Schedule status updates (if applicable)

Option 2 – Attach an Existing Donation Transaction

Use this option when a payment has already been recorded.

Steps:

  1. Navigate to CRM > Customer Management > Pledges
  2. Locate the pledge
  3. Click the Manage (gear icon)
  4. Select the option to attach a payment (via Order ID)
  5. Enter the Order ID of the existing donation transaction
  6. Click Apply Payment

What Happens:

  • The existing donation transaction is linked to the pledge
  • The pledge updates:
    • Fulfilled amount increases
    • Outstanding balance decreases
    • Schedule status updates (if applicable)

Important Notes

  • A donation transaction can only be linked to one pledge
  • Multiple payments can be applied to a single pledge
  • Partial payments are supported
  • Refunds or voids will automatically update pledge totals
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