Mark a pledge as paid
When a pledged check, transfer or cash comes in, mark the pledge as paid. It becomes a gift that reaches Transactions, the Donations page, the contact and your CRM.
GalaOwner · Admin · Manager
A pledge is a promise until the money arrives. When it does, mark the pledge as paid: Ovante records the payment and turns the pledge into a real gift, so it shows up everywhere your money does.
Before you start
Find the pledge in Pledges on the Appeal page, under To collect. See Pledges.
Mark it paid
- 1In the event, open Fundraising → Appeal and scroll to Pledges.
- 2Open the pledge's menu and click Mark as paid.
- 3Pick Paid by and the Date received, and add a Check number or Reference if you have one.
- 4Click Mark as paid. A toast says the pledge is recorded as a gift, and it moves to Paid.
What Ovante records
| Where | What appears |
|---|---|
| Transactions | A new transaction for the gift, paid offline |
| Donations | The gift, as an appeal gift |
| The donor's contact | The gift, in their giving |
| Your CRM | The gift, like any donation |
| Raised on the Overview | The amount, under Appeal |
The payment is offline, so it carries no processor fee and no Ovante fee.
Undo a mistake
Marking paid can't be reversed from the Pledges list. Open the pledge's menu, click Open transaction, and use Record refund there. That takes the gift back out of your totals.
Good to know
- Ovante records the pledge's full amount. The dialog has no amount to change.
- A pledge waiting for review, or a cancelled one, can't be marked paid.
- Once Gala closes, Mark as paid is gone. Record payments while Gala is open.
- When
- You mark a pledge as paid
- Then
- Ovante records an offline payment and a gift, so the money reaches Transactions, the Donations tab, the contact and your CRM. Until then a pledge is a promise and none of those count it.
- When
- You record a payment you collected yourself
- Then
- It carries no processor fee and no Ovante fee, on any plan.
- When
- A gift is refunded
- Then
- It leaves Transactions, Recent transactions and every money total, and the donor's contact stops counting it.
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Related
PledgesThe Pledges list on the Appeal page holds every pledge from the night, with each donor's email and phone, so you can collect. Filter it, search it, and export it.How a pledge becomes moneyA raised paddle or a guest's pledge is a promise. It counts on the live screen at once, but only becomes money in your books when you mark it paid.Refund an orderRefund order returns the whole charge to the buyer's card, gifts on it included, and cancels every ticket on the order.The Transactions pageEvery order across all your events in one table, with filters for date, amount, event, status and type, and a page for each transaction.