Pledges
Track and manage pledges in the system.
By Cristiana1 author5 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.