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Terminating a Pledge

Paige Freeman
  • Updated

If a payment schedule has been created for a pledge donation, by default, a one-year monthly payment schedule is created. If a donor has made payment(s) towards a pledge and decides they no longer want to contribute beyond that amount, the pledge must be terminated. The pledge must be terminated because simply removing the payment schedule will not change the pledge amount and adjusting the price changes the financials but not the order itself.

For example, a pledge of $1200 is set up with a 12 month payment schedule of $100 each month. After paying $100, the donor decides to no longer make any pledge payments. The pledge should be terminated.

On termination, hard and soft credits are adjusted accordingly.

To terminate a pledge:

  1. From the Order Summary screen, select Terminate Pledge from the contextual menu, as shown below.
    OR from the Donation Summary screen, select Terminate Pledge from the contextual menu.
  2. A confirmation message displays (shown below) because terminating a pledge cannot be undone.
  3. If you want to proceed, click Yes.
  4. The pledge is terminated. The Line Total is updated, the Line Status remains “Active”, but the Fulfill Status is “Terminated”, as shown below.