This tab is part of the Opportunity form. It's where you manage information about the money from this opportunity. You may have as many pledges as you want on an opportunity. Each one represents an anticipated payment to your organisation for this opportunity. An example will be having a multi year grant for £5k a year.

Pledges have a status:

You can convert the pledge status by clicking on the orange button. When you convert a pledge to Paid it creates a final transaction for you, based on the information in that pledge.

Pledges look like financial transactions in Donorfy, however they are not counted in your revenue figures until they have been converted to Paid.

If you have a multi-year pledge, you may want to copy the first year pledge a number of times to save having to re-key the same information. You can do this from the orange Manage button.

You may want to retrospectively link a Donorfy transaction to an opportunity pledge. This might happen where an transaction has been entered manually, rather than generating one automatically by converting a pledge to paid:

If a pledge has been marked as paid a transaction will now be visible on the constituent timeline. If the pledge was incorrectly paid, then the transaction will need to be deleted from the Constituent Timeline. Upon deletion, the status of the Pledge will be reverted to Pledged.

You can edit all Pledges except the ones that are paid.

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