Add Payments for Manual Pledges

Adding payments for manual pledges ensures accurate pledge tracking and strengthens donor relationships by keeping commitments up to date.

You can add payments for constituents or donors who pay toward manual pledges.

Add payments for constituents paying toward their manual pledges

Constituents can make payments toward their manual pledges, but automated pledges automatically process their credit and debit card payments on the schedule the donor chooses.

From the constituent's record, Fundraising, or Home, select Add gift.

Tip: From a constituent's pledge record, select Add payment to pay an installment.
Enter the gift amount and date.

Tip: If the constituent has outstanding pledges you would like to apply this payment to, select Apply this gift.
Under Gift type, select Pledge payment.
Under Fund, select the fund for the gift.
To apply the payment to a pledge, select Apply to, then Select pledges, and choose the pledge.

Note: The gift amount applies to the first unpaid installment. You can manually divide the gift to any unpaid installments. If you need to reset the gift’s distribution to the first unpaid installment, select Distribute.
Select Apply payment and save.

Add payments for donors paying toward a constituent's manual pledge

Donors can make payments toward a constituent’s manual pledge, but automated pledges automatically process their credit and debit card payments on the schedule the donor chooses.

From the constituent's record, Fundraising, or Home, select Add gift.
Enter the gift amount and date.
Select Pledge payment under Gift type.
Under Fund, select the fund for the gift.
Select Apply to, then Select pledges and choose the constituent and pledge you want to contribute to.
Select Apply payment.

Note: The gift amount applies to the first unpaid installment. You can manually divide the gift to any unpaid installments. If you need to reset the gift’s distribution to the first unpaid installment, select Distribute.
Select Save.