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 the Pledges/Promises page.
- Click the Open bucket.
- Click List Pledges or List Promises in the left-side menu.
- Click the pledge or promise ID.
- Click Add Payment in the left-side menu.
- Enter the applicable Add Donation (Pledge Payment) information, and then click Process.
- Review the pledge/promise payment, and then click Post in the left-side menu.
The total pledge/promise balance will be reduced by the amount processed. The payment cannot be more than the pledge/promise. It is recommended to record the payment amount to match the payment planned.