How to Apply a Pledge Payment

After adding a pledge, you have the ability to make a payment towards it once it has been received.

If you need help setting up a Pledge, please refer to the guide 'How to Create a Pledge'.

Here are the steps to adding a payment to a pledge:

1. From the contacts module on the left-hand side of your database, search for the name of the contact that you would like to apply a pledge payment to.

2. Select the Pledges tab in the contact record.

3. In the Pledges tab, select the pledge that you would like to apply the payment to.

4. Scroll to the bottom of that page to Scheduled Payments.

5. Add the required information and any other information pertaining to the pledge payment. Click Save.

6. The payment has been successfully added to this pledge.

Please give our office a call if you have any questions at 1-(844)-676-ELEO (3536). You may also click on the Help screen in the upper right-hand corner of Eleo (in any screen), and then click on the Support button to contact our Support Team for assistance.