Accessing Pledges
Navigate to: CRM > Customer Management > Pledges
What You Can See
Each pledge appears as a row with key information:
- Donor name
- Total pledged amount
- Status
- Frequency
- Next Due Date
- Campaign
Managing a Pledge
Use the Manage (gear icon) to:
- View details
- Edit the pledge
- Collect or Attach payment
- Delete (if no payments exist)
Understanding Schedule & Status
Payment Schedule
If a frequency is selected, the system generates an expected payment schedule.
Each installment includes:
- Due date
- Expected amount
- Status (Due, Paid, Overdue)
If no frequency is selected:
- The pledge is marked as Unscheduled
Pledge Statuses
- Active – Pledge is ongoing
- Completed – Fully paid
- Canceled – No longer expected to be fulfilled
- Written Off – Balance will not be collected
- On Hold – Temporarily paused
