Creating a One Time Pledge

UNDER REVIEW

To create a one time pledge, you need to do the following:

1. Click on the Manage Pledges link from the Actions panel of a partner's record:
   
   
   
   A screen similar to the following will be displayed if there are no existing pledges:
   
   
   And, a screen similar to the following will be displayed if a pledge is present:
   
   
2. Click either the Click here to add a new Pledge link or the Add link, depending on whether or not a pledge exists. The pledge entry screen will be displayed:
   
   
3. Choose One Time from the Pledge Type dropdown menu.
4. Ignore the Frequency and Installments fields.
5. Leave the dates in the Date Pledged and Start Date fields.
6. Enter the value of the pledge in the Value text field.
7. Ignore the Pledge Program dropdown menu.
8. Enter the motivating appeal in the Motivating Appeal text field.  You can click on the binoculars to get the Available Appeals pop up window that you can use to select the motivating appeal:
   
   
9. Ignore the Active dropdown menu.
10. Choose the method of payment from the Payment Method dropdown menu. The options available will depend on the way your database is set up.  However, the following options are common:
    • Choose Cash if the payment was made with cash.
    • Choose Check if the payment was made using a check.
    • Choose CreditCard if the payment was made using a credit card.
    • Choose ElectronicFundsTransfer if the payment was made using Electronic Funds Transfer (EFT).
11. Check the Automatic Payment checkbox if the partner has authorized an automatic electronic payment.  Otherwise, leave the Automatic Payment checkbox unchecked.
12. Enter the payment token, if applicable, in the Payment Token text field.
13. Enter the credit card number or financial institution account number in the CC/Account # text field.
14. Check the CC Form On File checkbox if the partners credit card form is on file.  Otherwise, leave the CC Form On File checkbox unchecked.
15. Enter the credit card security code in the CC CVV/ABA text field.
16. Enter the expiration date on the credit card in the CC Expiration Date dropdown menus.
17. Enter the bank name, if applicable, in the Bank Name text field.
18. Enter the partner's first and last name in the First Name and Last Name text fields.
19. Enter the partner's address information in the applicable fields.
20. Click on the Save button.