Pledges
Track and manage pledges in the system.
By Cristiana1 author8 articles
- Pledge StatusesThis article explains how pledge statuses change.
- Change the source or destination code against a pledgeThis articl explains how funds can be moved from one source code to another and how to change a pledge source or destination code via Global Update.
- Write off a pledgeFollow these steps to write off a pledge and reinstate a line on a written off pledge.
- Reopen a closed pledgeThis article explains how to reopen a closed pledge by updating or removing its end date, allowing it to become active again and automatically generate future instalments.
- Close an irregular pledgeHandle irregular pledges in Access Charity CRM when there is no expiry date to close them.
- Create a pledgeRecord pledges from donors, including direct debits, matched giving, and split distributions.
- Transaction ref for direct debits calculationLearn how your transaction reference number for direct debit instructions is created and why it’s important not to change it.
- Mark a pledge instalment as on holdPause an unpaid pledge instalment in Access Charity CRM so it is not expected in future processes.