Pledge for an Event

Use the pledge feature when someone purchases a ticket or commits to a donation, but full payment has not yet been received. This allows you to issue the ticket and record the pledge while keeping track of outstanding or partial payments.

• To enter a pledge, select Add a Pledge on your Event Dashboard.

• Select the donor's name from one of your contacts or enter the new donor's contact information as a New Contact. Then, add the item, ticket, sponsorship, or giving level the donor wishes to purchase. 

• You may include the Expected Payment Date, add a Pledge Note if needed, and modify the Pledge Total Amount. The Send Receipt feature will email the donor a confirmation receipt for their pledge. Then click Save Contribution to log a pledge.

• The payment amount shown on the confirmation page would be $0 because no payment was received.

• Navigate back to your event dashboard. 
• Now you will see Open Pledges. Select Review Pledges or scroll down to the dashboard's Pledges section.

• From the event dashboard's Pledges section, you will see the list of all pledges for this event. You may:
  • Add to Cart to create a guest cart and add the pledge balance. Please see Pledge Payment Cart to Guest Cart article for this additional payment mechanism.

• • Payment Options > Take a Payment to take a credit card payment for this pledge
  • Payment Options > Take an Offline Payment to log received offline payments like cash or check
  • Payment Options > View Payment Link to copy and share a unique URL with the pledger to complete their payment
  • Payment Options > View & Download Invoice to download and share a PDF invoice with the pledger

• • View Pledge: To view the pledge record you'd like to work with. Note: you may complete similar actions from the event dashboard's Pledges section.

From the pledge record, you can: 

• Take a Payment allows you to take a credit card payment for this pledge
• See all Applied Payments, Pledged Items, Notes, Add Milestones and view or add Activities.
• Select Take a Payment's dropdown arrow to: 
  • Take an Offline Payment to log received offline payments like cash or check
  • View Payment Link to copy and share a unique URL with the pledger to complete their payment
  • Send Payment Instructions to send an email through BetterUnite to the pledger 
  • View & Download Invoice to download and share a PDF invoice with the pledger
  

• Once this transaction is paid-in-full, the pledge will be be fulfilled and shifted from the Pledges area on your event dashboard to the Paid Transactions area.

Expanded Description of Each Option

• Take a Payment option will navigate you to the check out page where you can enter a payment amount and put the credit card details in. The checkout page shows the pledge amount and the pledged items.

• View Payment Link will allow you to copy and share a unique URL with the pledger to complete their payment

• Send Payment Instructions to the person who pledged or add additional recipients by separating their emails with a comma. You have the option to modify the default message or use the provided link to send it through your own email.

• Once you customize your message and recipients, select Send Email as shown below.

• The Donor would receive the below email which would contain the link to complete their payment.
• Once they click this link, they will be taken to the checkout page where they can complete the payment.

• After a pledge is paid-in-full, the pledge record shows the pledge amount and the amount received. In this example, the pledge has been fully paid.

• You can also go to your dashboard's Pledges section and add filters to review the all pledge's Payment Statuses.

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Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

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