Online¶

There are a few ways that online pledges can be entered.

• A person can access a link on the church’s website.

• A person can pledge online through mobile app.

• A person can click the Make a Pledge button (if enabled) on the Giving Tab on their profile.

One Time Pledge Manual Entry¶

Step 1

Select Finance > Search > Pledges from the navigation. Once there, click the green Add Pledge button.

Step 2

Enter the name of the person or click Add Person.

Enter the amount of the pledge.

Enter the date of the pledge.

Select the Fund from the dropdown.

Note

The only funds that will appear on the dropdown are those indicated as pledge funds.

Click Create

Recurring Pledge Manual Entry¶

Step 1

Select Finance > Search > Recurring Pledges from the navigation. Once there, click the green Create Pledge button.

Step 2

Enter the name of the person.

Note

A person will need to have a user account with at least the MyData role before a recurring pledge can be added.

Enter the amount of the pledge.

Select the Fund from the dropdown.

Note

The only funds that will appear on the dropdown are those indicated as pledge funds.

Select the Frequency from the dropdown.

Enter the Start Date.

Enter the End Date (optional).

Click Save

Pledge Summaries When Posting Contributions¶

If you would like to see a pledge summary when posting contributions, add the administration setting PostContributionPledgeFunds and for its value enter the fund ID(s) for which you want summaries. If you enter multiple fund IDs, separate them with commas but no spaces. For example, 301,412.

When this is in place and you are posting contributions, whenever you enter the ID or name of a person who has pledged to one of the designated funds, a popup window will display:

• Amount pledged

• Amount given toward the pledge

• Remaining balance on the pledge

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