Pledge Payments

How do I see if a payment has been received?
You can view the pledges due and amounts paid for all constituents by viewing the main Pledges Grid in the Fundraising Module. If you want to view a constit...
Tue, Jul 5, 2022 at 1:18 PM
How do I enter a pledge payment?
To enter a pledge payment, add a new gift from the Constituents Grid in the CRM Module, the Gifts Grid in the Fundraising Module, or from the constituent...
Wed, Jul 6, 2022 at 11:35 AM
How do I record a partial pledge payment?
When recording the pledge payment, enter the amount received in the Amount field at the top of the screen. DonorView will apply this amount towards the next...
Wed, Jul 6, 2022 at 12:00 PM
What if the donor paid more than what was due?
If a donor pays more than the expected amount, you have the choice to treat the overpayment as an additional general gift or have it apply to the next payme...
Thu, Jul 7, 2022 at 10:53 AM
Can I edit a pledge payment?
Yes, click on the pledge payment that needs to be changed from the Gifts Grid in the Fundraising Module or from the constituent's Gifts Tab.  Make t...
Thu, Jul 7, 2022 at 11:01 AM
Can I delete a pledge payment?
A pledge payment can be deleted from the Gift Grid in the Fundraising Module or in the Gifts Tab in the constituent's record. Select that specific pledg...
Thu, Jul 7, 2022 at 11:09 AM