How do I enter a pledge payment?

  • Updated

Applies to: Version 5.0
For Version 4.0, please click here to download PDF instructions.

Option 1 – Add a payment from a Contact record:

  1. Click the Donations button in the sidebar, and then click Enter Donation Receipt.
  2. You’ll be asked if you want to apply this receipt to the pledge, click Yes.
    pledgepayment_contact.png
  3. Enter the payment information, and then click Post.
  4. Click Yes when asked if you are sure you want to post this donation.
  5. You will then have the option to print a Thank You Letter.
  6. Click Exit. You’ll see the latest payment appear in the Donations Received list.
    pledgepayment_paid.png

Option 2 – Add a payment from the Pledges & Receipts screen:

  1. From the Main Menu, click on Pledges & Receipts.
  2. Click Enter Receipt under Donations in the sidebar.
  3. On the Select Donor and Enter Donation Receipt screen, choose the donor from the Contacts File list by double clicking on the donor’s name.
  4. You’ll be asked if you want to apply this receipt to the pledge, click Yes.
    pledgepayment_pr_alt.png
  5. Enter the payment information, and then click Post.
  6. Click Yes when asked if you want to post this donation.
  7. You will then have the option to print a Thank You Letter.
  8. Click Exit. You’ll see the donation in the Donations table on the Pledges & Receipts screen. If you go to that contact’s record, you will see the payment information on the Donations screen view for that contact.

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