Delete a Pledge or Pledge Payment

You can delete a or pledge after you create it. From the Journal screen on a constituent record, click the pledge you want to delete to open it. On the pledge record, click Delete.

If a pledge has payments, you must delete the payments before you can delete the pledge. From the constituent’s journal, select the payment and click Delete.

Warning: eTapestry does not keep a record of deleted payments. If you export pledge payments for use in an accounting software such as QuickBooks, or if you wish to keep an audit trail of all transactions entered in the database, we recommend that you reverse the transaction instead of deleting it. For details, refer to Reversing Finalized Transactions.

If a constituent fulfills none or part of a pledge, consider writing it off. When you write off a pledge, the entry appears in the constituent's journal, but it no longer appears in queries or reports as an outstanding pledge. For more information, refer to Write off a single pledge.