How to adjust a pledge with activity or delete a pledge with no activity

1. Go to the Pledges page.
   • Using the Navigator Bar, select Pledges.
     -or-
   • Using the Pledges Card, select Go to Pledges.
     
2. See the following linked article to learn how to search for the pledge.
3. If the pledge has a payment attached, the pledge may not be deleted. In order to remove the pledge amount, you must do the following:
   • Disassociate the payment from the pledge.
   • Adjust the pledge to 0.
4. If there is no payment attached to this pledge, you must do the following:
   • If there is any activity on this pledge, you must adjust the pledge to 0 as you may not delete it.
   • If there has been no activity on this pledge, you may delete it as follows:
     
     1. Mark the checkbox to the left of the Pledge record on the Pledges page.
     2. Click the delete button in the upper right corner of the page.
        
        
        

Caution: Pledges posted within a Closed Batch cannot be deleted under any circumstance in compliance with data integrity rules. 

Updated September 17, 2024 18:06