Posting: Pledge Giving (Donors, Churches and Businesses)
Posting: Pledge Giving
The following article explains how to post pledge giving.
A: Click on "Donor Manager"
B: Type in Users Last name
-If they are not in the system then hit "Add New Donor"
C: Next to the donor that you've received money from Click on "edit"
D: Click on "Campaign Pledge fulfillment"
E: Select pledge
F: Post Date... Type in the date you are posting the donation
G: Post Amount... Type in the amount of donation
H: PMR (person most responsible)... Person responsible for finding donor
-This can be anyone
I: Reference ID... Check Number
J: Payment Type... select how donation was recieved
K: Gifted Through... choose either "Personal, Church or Business"
L: Click on "Is a Donor"
M: Click on "Post Donation"
Please see the "Posting: Planned Giving" article for how to post planned giving.
https://www.oasissis.com/hesk/admin/knowledgebase_private.php?article=40&back=1
Please see the "Posting: One Time Gift" article for how to post a gift.
https://www.oasissis.com/hesk/admin/knowledgebase_private.php?article=39&back=1
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