Add Manual Payments to Automated Pledges

Donors can make manual payments to installments in their automated pledge schedule, which gives you the flexibility to accept cash, check, or other manual payment types and keep installment balances accurate. You can update past or future installments that have a remaining balance and ensure that payment activity reflects the donor’s intent.

Note: You can't apply a manual pledge payment to an automated pledge installment that's still processing, including potential retries.

Apply a Manual Pledge Payment

Apply a manual payment to an installment on an automated pledge from the Pledge record or the Add gift form.

Note: You can select pledges with a balance when installments are for a future date or for a past date where the payment was rejected or partially successful.

Add a manual payment from a Pledge record

1. Open the Pledge.

2. Select Add Payment.

3. Enter the Gift details, including the Amount, Payment method, Fund, and any other applicable information.

4. Select Apply to, review the gift amount distribution to outstanding installments, and edit the distributions if needed.

5. Select Save.

On the Pledge record, the Pledge summary and Pledge schedule update to show the recent payment, the current balance, and the number of installments remaining.

Add a manual payment from the Add gift form

1. From Gifts, select Add gift and search for the constituent who’s making a manual payment to their pledge.

2. If the constituent has an outstanding balance, select Apply this gift.

3. Select one or more pledges to pay.

4. Select Apply payment.

5. From Add gift, select Gift details and enter any applicable information, including the Amount, Payment method, and Fund.

6. Select Apply to, review the gift amount distribution to outstanding installments, and edit the distributions if needed.

7. Select Save.

On the Pledge record, the Pledge summary and Pledge schedule update to show the recent payment, the current balance, and the number of installments remaining.