How to Add a Pledge Record

To add a pledge record:

You must have permission to access the fund the batch is associated with.

AND

You must have Offering > Add/Edit permissions tied to your login credentials. This permissions is set in the Administration module on the ParishSOFT Modules tab in the staff user's record. Access to the Administration module is restricted to organization administrators only.

Keyboard shortcuts are available to save you time when posting pledges. For details, go to Data Entry Tips to Speed Your Workflow.

Open the Pledges page.
In the upper-right, click Add New Pledge.

The Pledge Details page opens to an empty pledge record form.

In the Fund list, select the desired fund.
Enter details for the pledge into the fields in the form. Note that an asterisk indicates a required field. For descriptions of the form fields, go to Pledge Record Details.
Save the pledge record. To do this, click or press Ctrl-s on your keyboard.

The system displays a message to inform you that the pledge record was saved. The pledge is added your database and appears on the list on the Pledges page.

If you want to add another pledge record, click or press Ctrl-a on your keyboard.