Manage Pledges

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Manage Pledges allows you to enter a pledge to as many activities as needed for each record.

Note: A feature is available to import pledges. See Utilities > Import Pledges for more information.

Filters

1. The following options are available. Choose the appropriate Filters as needed:
2. Click the Search button to display the results or the Clear Filters link to reset all filters.

Pledge Grid

The grid displays pledges matching the selected filters with the following columns:

1. Double-click on a name or click the Edit icon to edit a pledge in the grid.
2. You can also click the Add New Pledge link to add a new pledge.

Click the Delete icon by a payment in the grid to be prompted to delete that payment.

Add New Pledge

1. Click Add New Pledge.

Person Search (Church)

1. Check the Only Active? box to include only those with an active status.
2. Select the Name in the Person Search window. By default, the Name field searches for last names and organizations. To search for first and last names, enter your search in the "lastname, firstname" format. You can also search by City and State.
3. Select the customer for whom you are creating the transaction, then click the Select button. Alternatively, click the Close link to return to the previous page without selecting anyone.

Note: Search for just a first name by starting your search with a comma (e.g., ", James"). Display a complete list of names by searching for just a comma. Results default to Accounts Receivable; select All Applications from the drop-down list to view all names.

Pledge Update

1. Complete the following:
   • Active: Check the Active? box to indicate the pledge for the record is active.
   • Begin Date:
   • End Date:
   • Frequency: Choose the frequency from the drop-down list (e.g., Monthly (12)).
   • Duration: (e.g., 24 would indicate 2 years if the frequency is monthly).
   • Apportionment: Enter the total amount of the apportionment pledge.
   • Periodic: Enter the periodic amount of the apportionment pledge.

Note: The amounts for Apportionment and Periodic are automatically calculated when one or the other is entered.

1. Click the button to distribute the Apportionment to each activity shown on the Apportionment Distribution tab. This is based on the percentages in the allocated apportionment for each activity. To manually distribute the pledges, enter the pledge in the Apportionment field(s) on the Apportionment Distribution tab.

There are two tabs on the page: Apportionment Distribution and Note.

Apportionment Distribution Tab

The Apportionment Distribution tab displays a grid containing activities and apportionments. The following columns are displayed for each activity:

1. Click the Add New icon to add another line of detail, or click the Add New Lines icon to add multiple lines of detail. Continue adding lines of detail as needed. Unused detail lines are ignored.

Note Tab

1. Enter a note in the field provided if you wish.
2. When finished, click the Update button to save any information that has been added or changed, the Reset link to reset the page to its previous state, or the Cancel link to leave the page without saving any changes and return to the previous page.

Save/Cancel

1. When finished, click the Apply button to save changes to your transaction and start entering another, the Update button to save any information that has been added or changed, the Reset link to reset the page back to how it was before any changes were made, or the Cancel link to leave the page without saving any changes and return to the previous page.

Updated June 08, 2026 17:17