A transaction pledge is a method of accounting for a transaction that has been promised for the future. This article outlines how to create offline pledges.
Create a Transaction Pledge:
1. From the Transactions section, click on the New Transaction button.
2. Enter all information as if it were a transaction and click the box that says "This is a Pledge"
When the pledge is received:
3. Access the Transaction Profile, Click "This pledge has been received"
It's important to keep in mind that when you create a pledge or mark a pledge as received, the transaction receipt email will not automatically send. You can manually send the receipt email for a received pledge from any transaction profile. Click on the Actions menu > "Resend Receipt"
Note: You can also mark any offline transaction as a pledge or as a received pledge by editing an offline transaction. 💁