How to Process Pledge Batches
Preliminary Step 1: Credit Card information must be stored through Eleo. (Your credit card processor will store the entire credit card information, but a credit card must be added through your Eleo database.)
1. Open the contact record of the person whom you wish to add credit card information.
2. Click on the Credit Cards tab.
3. Click on ‘Add Credit Card’
4. Enter/check the billing information for the credit card and press ‘Continue’.
5. Enter the credit card information.
6. Once the credit card is stored, you will see this:
Preliminary Step 2: Set up a Pledge.
1. Open a contact record and click on the Pledge tab.
2. Click on ‘Add Pledge’.
3. Fill out all red asterisk (*) fields to make the pledge and press Save, instead of ‘Save and Exit’.
4. This brings you to the completed Pledge page. Notice at the bottom there is no credit card information listed.
5. Click on the ‘Assign Credit Card’ link.
6. Choose the correct credit card and press ‘Continue’.
7. The credit card information is now visible, and this pledge can be paid within a Pledge Payment Batch.
Pledge Payment Batch
*This will be the same for processing a single pledge payment or multiple pledges at one time.
1. From any screen in Eleo, hover over the Gift tab in the toolbar, slide down to Credit Cards, then down to Pledge Payments, and finally click on ‘Add Pledge Payment Batch’.
2. Fill out the Pledge information that you wish to use for this batch (Pledge Payment Filter) and press ‘Next’.
-A Batch Date must be provided (usually it is just today’s date, but it can be changed to a date in the past or future).
-Pledge # allows you to process one specific pledge in your database. You must know the Pledge # that is assigned by Eleo when it was created. It is listed when you view the pledge in a contact record.
-Enter the Start and End Date of the pledges that you wish to process. If you wish to process all pledges for the month of March, you will enter Start Date: March 1 and End Date: March 31.
-Pledge Type: Once, recurring, or matching
-Credit Card Type: You can specify which credit card that you wish to process (American Express, Visa, Mastercard, Discover). If you leave this blank, it will process all Credit Card Types.
- Process only one payment per pledge.
-Stop processing on error.
*The Batch Date is the only necessary item that must be provided. Everything else can be blank.*
3. Choose Payments (Step 2) and select ‘Next’.
-This screen will display all of the pledges that fit the criteria from Step 1 (Pledge Payment Filter).
-You have the ability to exclude a specific pledge that you do not wish to process.
4. Process Payments
- This page gives you the totals being charged by Credit Card Type, as well as how many transactions that will be processed. When ready, press ‘Process Payments’.
5. The pop-up box will ask you to confirm that you are sure that you want to process this.
6. A finished transaction page will display each transaction with the Pledge Number, Gift Number, Contact, Payment Number, Due Date, Amount, Credit Card, Amount Paid, and Status.
7. In the contact record, under the gift tab, the pledge payment will show up in green to distinguish between regular gifts and a Pledge Payment.
8. The reports for these gifts are available under the Gift Reports, Pledge Reports, Credit Card Reports, and the Report Writers.
