Adding Pledge Payments

Overview

Pledge payments to your organization will be added within Finance. The ability to record the Pledge Payment can be added in two different ways. You can do it by viewing all pledges and selecting the pledge you wish to add a pledge payment. When you Add a Gift if the Legal Credit Donor you select has an Active Pledge, you will be presented with a list of pledges and can choose to add a pledge payment to the pledge you select. 

Adding a Pledge Payment from a Pledge

From the Pledge overview page, you will have a list of all pledges. After selecting the pledge you will see all of the details for the pledge and can choose to add a pledge payment to the pledge. 

After choosing to Add a Gift, by default the information from the pledge will be pre-populated allowing you to enter the information needed for adding the pledge payment, the Payment Method, and the Reference Number. All other information is added, but if the donor is making a pledge payment different from the scheduled amount, you can also change the amount. Within the HighTide platform, a donor benefit can also be added to the pledge payment if one is given for the donation. 

Adding a Pledge Payment from a Gift

After connecting the Legal Credit Donor to a gift, if a pledge exists you will be presented with a drop-down to view the pledges. After choosing a pledge, by default, all of the information from the pledge will be added to the gift form. 

After choosing the pledge, by default the information from the pledge will be pre-populated allowing you to enter the information needed for adding the pledge payment, the Payment Method, and the Reference Number. All other information is added, but if the donor is making a pledge payment different from the scheduled amount, you can also change the amount. Within the HighTide platform, a donor benefit can also be added to the pledge payment if one is given for the donation. 

After adding the pledge payment, you will navigate to the submission page to see the details. 

Lastly, if you navigate back to the pledge, you will now see the No. of Payments Made updated date as well as No. of Payments Outstanding.