To begin adding individual promises or pledges, click on the +Add sign in the lower left of the pledge fund window.
First, enter the Last Name or a portion of the last name and tab out of the field. A list of people with that last name will be displayed. Double click on the individual who is making the pledge. If a married couple is making a pledge together, enter the pledge under the head of families record. If the husband and wife are making separate pledges, enter the husband’s pledge. Then enter a pledge for the wife.
Note the Start and End Dates from the pledge fund will be entered as the defaults for this pledge. These dates may be changed. For example, if you have an existing building fund that runs three years, you may have people that pledge to that fund in the middle of the campaign. Simply change the individual start date on their pledge record.
Next, use the drop down box to select the applicable Payment Period. Will they be paying on a weekly, monthly, or annual basis?
Next you can enter the Total Amount of their pledge (the amount they will pay over the course of the entire pledge period) in the Pledge Amount field. Once you’ve entered this amount, the Each Payment amount (on the right side of the screen) will be calculated. Or, you can enter the Each Payment amount and the Pledge Amount will be calculated.
If you wish progress against this pledge to be printed on the donation receipt, click “Yes” for Report on Rcpt. The Date Completed, Pledge ID and Pledge Fund ID fields are determined by Roll Call and may not be modified. To save the information you’ve entered and enter another pledge, press SAVE & NEW.
To save the information and return to the pledge summary window click SAVE & CLOSE. To leave the screen without saving the information click on CANCEL. To save the information you’ve entered, press OK.