III: Pledge Management
Working with Pledged Donations
- Pledges: Fixed Length & On-going
- Building a Pledge Master Record
- Updating an Existing Pledge Master
- Pledge Batch Report
- Processing and Posting Pledges
- Declined Gifts & Credit Card Expiry Handling
- How to update Declined Pledge Transactions
- Posting Paid Pledges
- Canceling a Pledge
- Viewing Pledge Activity by Donor
- Annual Receipting
- Monthly Pledge Handling Check List
- Using iATS & @EASE Integration Updated May 2021
- Monthly Process of iATS Pledge Transactions
- Building Ongoing Pledge Details for the Next Year