Entering & Managing Pledges

How to enter and manage pledges and pledge payments.

What is a pledge payment schedule?
A pledge payment schedule, also called payment schedule, designates the amount, frequency, due dates, and payment methods for the pledge. The payment schedu...
Wed, Jul 29, 2026 at 3:41 PM
How do I customize the pledge payment schedule?
When entering a new pledge or editing an existing pledge, the payment schedule is fully customizable. For a brand new pledge, from the new gift entry pa...
Thu, Jul 30, 2026 at 11:07 AM
How do I create a pledge schedule that is based over a certain number of years?
Annual pledges can be created by selecting the Frequency "Yearly," then entering the number of years. For example, a $50,000 pledge made with paym...
Wed, Jul 29, 2026 at 4:09 PM
How do I refresh the pledge schedule for changes that I’ve made to the terms of the pledge?
As soon as you make a change and tab or click out of the field, the schedule will refresh to reflect your changes. When you are finished making changes, cli...
Thu, Jul 30, 2026 at 10:53 AM
How are the pledge due dates calculated?
Due dates are calculated based on the frequency of payments selected and the date of the first payment. The day the payments are due can be modified by doub...
Thu, Jul 30, 2026 at 10:55 AM
Can I edit a specific due date on the pledge schedule?
Yes, to open an existing pledge, click on a Due Amount from the constituent's Pledges tab or the main Pledges grid. On the payment schedule,...
Thu, Jul 30, 2026 at 11:21 AM
Can I edit a specific payment due amount on the pledge schedule?
Yes, to open an existing pledge, click on a Due Amount from the constituent's Pledges tab or the main Pledges grid. On the payment schedule,...
Thu, Jul 30, 2026 at 12:10 PM
Can I add an additional payment due to the pledge schedule?
Yes, to open an existing pledge, click on a Due Amount from the constituent's Pledges tab or the main Pledges grid. On the payment schedule, cl...
Thu, Jul 30, 2026 at 11:25 AM
Can I delete a payment due from the pledge schedule?
Yes, to open an existing pledge, click on a Due Amount from the constituent's Pledges tab or the main Pledges grid. To delete a payment, click ...
Thu, Jul 30, 2026 at 11:30 AM
Can I change the pledge schedule after payments have been received?
Yes, as long as at it is not a one-time pledge. Once the payment is made on a pledge with a frequency of one-time, it cannot be edited. For recurring pl...
Thu, Jul 30, 2026 at 12:14 PM