How to Add a Pledge

To add a new pledge, navigate to Financial and click on the ‘Add Pledge’ button.

When this window appears, enter the pledge details. Pledges can be connected to multiple people as well. If the pledge is for multiple people, simply type the first persons name, select them, and then repeat for other individuals in the pledge.

Adding a Transaction to a Pledge

Once the page loads, it gives you a summary of the pledge details including the ability for you to add a transaction against the pledge. To see how to add a transaction, click this link here.

Once a transaction has been added in, the pledge page shows the total amount paid and the balance remaining for the pledge.

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