You can add a pledge payment from the pledge screen or the constituent header:

  1. From the pledge screen, click Actions, and New Payment, then enter the New Payment details (skip to Step 4).
  2. From the constituent header, click Blue arrow and New Donation.

  3. On the Active Pledges and Recurring Donations page, find the pledge and click Create Pledge Payment.

  4. Fill in the fields, keeping the following in mind:
    • Date: The date of the payment.
    • Amount:The amount paid.

      Note: If the amount paid is less than the installment amount, the installment has a balance. If the payment is more than the installment amount, the extra is applied to the next installment.

  5. To change the payment method, select a method. Fill in credit card information if needed. You can tell Bloomerang whether to autoprocess payments and what payment method to use after you click Save.
  6. Add acknowledgement information or attachments for this transaction, if necessary.

  7. Click Save.

The payment is added to the pledge. The payment is applied to the same fund, campaign, and appeal as the pledge.

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