Pledge for an Event

Pledge Functionality is used when someone buys a ticket or makes a pledge for a donation and you need to provide the ticket or log the pledge, even though you have not received any payment for it yet or you have received only a partial payment.

To enter a pledge click Add a Pledge on your Event Dashboard.

Select the item or ticket the donor wishes to purchase and select the donor's name from one of your contacts or enter the new donor's contact information as a New Contact.

Change the Pledge amount, Expected Payment Date and the Pledge Note if needed and then click Save Contribution.

The payment amount shown on confirmation page would be $0 since no payment was received.

Navigate back to your event dashboard.
Now you will see Open Pledges. Select Review Pledges.

You will see the list of all the pledges for this event. Select View next to the pledge you'd like to work with.

From this screen you can do many things, Take A Payment allows you to take a credit card payment for this pledge or log an offline payment such as cash or check.

After you click the Take Payment button, you will be taken 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

Once this transaction is paid-in-full, the transactions list will include a payment for the paid amount and this pledge will be completed.
On the pledge record, you can also make see all Applied Payments, Notes, Add Milestones and view or add Activities.

You can also View Payment link and send this to the person for payment.

You can 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, click on 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.

On the payment page you can see how much was pledged and also the previous payment made and the total remaining amount.

On the pledge record it would show the pledge amount and the amount received. In this example, the pledge has been fully paid.

When you go back to the Transactions page the $0, will not have the pledge icon next to it any longer since the pledge is paid.

You can also go to your Pledges page and filter it as Paid and see the pledges that were paid in full.
Please also see Pledge Payment Cart to Guest Cart article for additional payment mechanism where you can add the pledge to the guest's cart for payment.

Need Additional Help?

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

Let's go do some good.

Pledge for an Event

When someone needs to get their ticket or sponsorship and pay later or pay with a check or receive an invoice, BetterUnite makes it simple to create a pledge, send an email with payment instructions, and automatically track all your event pledges.

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