Change a Pledge

After a pledge has been entered for a donor, you may need to change certain details.

 

You may wish to change the total amount of the pledge and then recalculate the number of payments left until the donor fulfills the pledge.

You can select the pledge to change from the Gift Data Entry window by entering a donor's ID Number and choosing Change Donor's Pledge from the right-click or Options menu to open the Select Pledge to Change window.

1.         Open the Gift Data Entry window.

2.         Choose Change Donors Pledges from the right-click or Options menu.
The Select Pledge to Change window opens.

3.         Indicate whether you want to view Paid, Unpaid, or All kinds of pledges by selecting the appropriate radio button at the top of the window.

4.         Select the pledge you want to change  and click OK.
The Pledge Entry window opens displaying the pledge you selected.

5.         Edit the pledge as necessary and click OK.
The pledge is saved, and you are returned to the Gift Data Entry window.

If transactions were recalculated, you can view the new ones created in the bottom pane of the window.