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Mark a pledge instalment as on hold

Pause an unpaid pledge instalment in Access Charity CRM so it is not expected in future processes.

Written by Cristiana Ghinea

The on hold status lets you pause unpaid pledge instalments, ensuring the system does not expect payment for them, such as during a payfile upload.

To mark a pledge instalment as on hold:

  1. Click Finance, then click Pledges.

  2. Find and open the pledge you want to update.

  3. Click the Instalments tab.

  4. Find the instalment you want to pause.

  5. On the right of the instalment, click the Pencil icon to edit it.

  6. Change the status from Active to On Hold.

  7. Save your changes.

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