Pledge Fund sub-module allows churches to record who pledged to give what and how much have been redeemed.
Note: To create pledge accounts, read the overview here. Make sure you choose the account type as Pledge.
Add Members who have Pledged
To add members to a pledge:
- Navigate to “Drop container > Finance”
- Select “Funds” from the menu bar.
- Click the pledge fund name corresponding to the fund you would like to add a fundraiser to.
- Click on “Add Member” button.
- Fill in the details
- Type the member’s name or ID to bring up the member
- Enter the amount the member is pledging
- Click on “Ok” button to add the member to the list of fundraisers.
Add Pledge Payments
To add a pledge payment:
- Navigate to “Drop container > Finance”
- Select “Funds” from the menu bar.
- Click the pledge fund name corresponding to the fund you would like to add a fundraiser to.
- Click on “Add Payment” button.
- Fill in the details
- Type the member’s name or ID to bring up the member
- Enter the amount the member is paying
- Click on “Ok” button to add the payment to the fundraiser’s payments.