Pledge Payments in Portal

When you enable Pledge payments in portal, donors can view pledges added through:

  • Standard Donation Forms

  • Constituent records, Gifts, or New in the web view.

For each pledge, donors can view the plan, fund, total paid, remaining balance, frequency, and next payment due date.

Pay a Pledge Payment

Donors can make payments toward manually paid pledges with a balance due. From portal, the donor will:

  1. Select Pledges.

  2. Find the pledge and select Make payment. The donor will choose a payment option:

    • Pay next installment to pay the unpaid balance of the earliest installment with a balance. This includes past-due and partially paid installments.

    • Pay remaining balance to pay the full remaining balance of the pledge.

  3. Choose a payment method from the available options. If your organization enables saved payment methods and the donor has a payment method saved, they can select it to pay.

  4. They will select Donate to complete the payment.

After the payment is successful, a confirmation will appear to donors with the transaction ID. The portal doesn't send a confirmation email for the payment.

Important: For automated pledges, a message directs donors to contact your organization to make changes.

Review Submitted Pledge Payments

Each pledge payment made in the portal is sent to a gift batch for your review. Until the payment is processed, donors see the status of the payment:

  • Status: Payment submitted or

  • Payment submitted. Your balance will update once processing is complete. instead of Make payment

The pledge's total paid and remaining balance update after the payment completes processing.

Enable Pledge Payments in Portal

  1. From Settings, Tools, select Portal features.

  2. Under Pledge payments, select Enable feature.

  3. Select a donation form.

  4. Select Save.

    Tip: Giving in portal, Recurring gifts, and Pledge payments share the same donation form. If you change the donation form for one feature, it changes for the others. To change the donation form later, under Pledge payments, select Edit settings.

To turn off pledge payments, select Disable feature.

Note: If Pledge payments is the only enabled feature that supports saved payment methods, turning it off also turns off Credit payment methods and Bank payment methods.