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How do I edit a pledge?
Updated over 3 months ago

Editing Pledges

If you ever need to edit or update a pledge on behalf of a donor, you can do so directly from the “Pledge Details” page.

You’ll want to click on the green “Edit” button in the top right corner of the page. (Be sure to click on the “Edit” button, and not the green dropdown arrow next to it!)

Once you’ve made the necessary updates, you can save those changes and should return to the “Pledge Details” screen.

If you’ve made any changes to the pledge that might impact the payment schedule, we also recommend regenerating the installments after making those edits. You can do this by clicking on the green dropdown arrow next to the “Edit” button, and selecting “Regenerate Installments” from the available options.

You can also send a reminder email to a donor from this dropdown menu, if you think they might need a little nudge!

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