You can manually add a new payment to a pledge. When you add the payment, you can apply it to any active pledge made by:
The constituent
Any of the constituent’s household members
Note: You can also convert an existing donation to a pledge payment. For more information, read Convert Donations to Recurring Donation Payments or Pledge Payments.
Add a Pledge Payment
To add a payment to a pledge:
Go to the constituent's account.
Click the down arrow and select New Donation.
Select a pledge made by this constituent.
Click Create Pledge Payment
Enter the Date of the payment.
Enter the Amount paid.
Note: If the amount paid is less than the installment amount, the installment has a balance. If the payment is more than the installment amount, the extra is applied to the next installment.To change the payment method, select a Method. Fill in credit card information if needed.
In the Acknowledgements section:
Select whether to send an acknowledgement right after you save this donation. Read more about this.
Important: If you use Journey Automation to automate email acknowledgements for pledge payments, do not select to send an acknowledgement now.To attach a previous acknowledgement interaction to this donation, click the plus sign +. You can repeat this step to attach more acknowledgement interactions. Read more about this.
If you enabled online payment confirmation receipts, you can send a receipt for this payment other than the one you configured in the Online Payment Confirmation Receipt settings. In the Online Payment Confirmation section, from the Email drop-down list, select an email.
In the Fundraiser section, add a fundraiser if needed.
In the Attachments section, add attachments as needed.
If any transaction custom fields apply, enter that information.
Click Save.
The payment is added to the pledge and applied to the same fund, campaign, and appeal as the pledge.
Add a Payment to a Pledge Made by a Household Member
You can also add a payment to a pledge made by another household member.
For example, Chris and Avery are in a household together. Chris has an active pledge with a balance of $10,000. On Avery’s constituent account, you add a pledge payment of $1,000 and apply it to Chris’ pledge, which reduces the pledge balance to $9,000. Avery’s payment also affects other pledge information (status, installment status, amount paid, and amount in arrears).
The $1,000 payment remains on Avery’s timeline. When you open that transaction, the pledge balance appears and you can click to view the pledge. Avery’s payment appears in the Payments Received list in the pledge. If you remove either Chris or Avery from the household, the payment remains part of the pledge. In transaction reports, Avery appears as the constituent who made the pledge payment.
To add a payment to a pledge made a constituent’s household member:
Go to the constituent's account.
Click the down arrow and select New Donation.
Select a pledge made by the household member. Pledges made by the constituent’s household members have the Household Pledge label and show the name of the household member who made the pledge.
Follow Steps 4–13 in the Add a Pledge Payment section on this page.