When you receive a payment toward an outstanding pledge or promise that a donor made, you will need to enter it as a pledge or promise payment.
- Navigate to Pledges/Promises from the Home page.
- Click List Pledges or List Promises in the left-side menu.
- Select the pledge or promise ID number.
- Click Add Payment in the left-side menu.
- You will be redirected to the Donations page where you can enter the payment details in the Add Donation (Pledge Payment) table.
- Enter the payment details as if you were entering a donation, then click the Process button.
- Review the pledge/promise payment and click Post.
The total pledge/promise balance will be reduced by the amount processed.