How to Delete a Pledge / Pledge Payment
IMPORTANT - Although Eleo is backed up regularly, please be sure you want to delete before performing this action as it cannot be undone.
You must first delete any pledge payments associated with the pledge before you can delete the pledge itself.
1) Navigate to Gifts > Pledges > Search Pledges
2) Click on the corresponding pledge that you would like to delete one (or more) of its payments. You may use the Pledge Search area at the top of your screen, that is depicted below, to search more easily.
3) Once in the pledge record, scroll down to the Pledge Payments section at the bottom of the screen, and click on Delete for the corresponding payment you would like to remove. If you want to delete more than one payment, you will need to perform this action one at a time.
4) After clicking on Delete, you will be prompted with the screen below. By selecting ‘Decrease Pledge Total’, your pledge total will be decreased by your ‘Pledge Payment Amount’, which is depicted in this screen prompted below from your Pledge Payment. This amount will be subtracted out of the number of payments from your Total Pledge Amount. If you wish to proceed, click on Save or Cancel to discontinue with this action. Once saved, you will be brought back to the corresponding Pledge screen, and it will have been removed with your Total Pledge Amount having been adjusted.
5) Your 2nd option is to select ‘Create New Payment’. An area will appear where you may then enter a new Payment Due Date for your new payment. Once you have entered this, click on Save, or Cancel to discontinue with this action. After saving, the date will adjust in your corresponding pledge screen that you are brought back to.
6) Your 3rd option is to select ‘Increase Final Payment’ in order to add this Pledge Payment Amount to the final payment total. For example: if your Pledge Payment Amount is $500.00, it will remove this amount from this pledge date and add the $500.00 to your last payment listed in this pledge. Once you have done this, you may then click on Save, or Cancel to discontinue with this action. It will then be adjusted in your Pledge Payments section.
7) To delete another Pledge Payment for the same pledge, ensure that you are back on the corresponding Pledge’s page, and under Pledge Payments repeat the steps above for the option that best suits your needs (Ex. Step 3 and then Steps 4, 5, or 6).
If you have questions about deleting a pledge(s), please do not hesitate to contact our Eleo Support Team at 1-844-676-ELEO (3536) or at Support@EleoOnline.com.