A pledge fulfilment records a payment made against an existing pledge. Fulfilments can be recorded against the same contact that created the pledge or by a different contact if the pledge is being paid on their behalf.

Before recording a pledge fulfilment, ensure the pledge has already been created. See Adding a Pledge for instructions.

Processing a Pledge Fulfilment on the Same Contact

1. Open the contact that the pledge belongs to.
2. Click Create > Create Payment.

If the contact has any open pledges, a pop-up will display all outstanding pledges.

The list displays each open pledge, including:

• Transaction ID
• Total pledged amount
• Amount fulfilled
• Outstanding balance

For pledges with multiple distributions, each distribution is also displayed.

You can choose to:

• Click the Plus (+) icon to load the remaining balance of the entire pledge.
• Select an individual distribution to record a payment against a specific allocation.

Note: Selecting a pledge or distribution automatically populates the payment amount, campaign, GL Code, and receipt settings from the selected pledge.

The payment form will automatically open with Pledge Fulfilment selected as the Payment Type.

Contact Details

The left-hand panel displays the selected contact's information, including:

• Vega ID
• Contact details
• Address
• Membership information
• Contact Branch
• Key Attributes (if enabled)
• Alerts (if enabled)

Note: The Key Attributes and Alerts sections are optional and can be enabled or disabled in Admin > Financial Settings. When enabled, they provide additional contact information and important alerts directly within the payment form to assist when processing payments.

Payment Attributes

Any available payment attributes are displayed beneath the contact details. The Contact Branch is added automatically.

Note: For more information on Payment Attributes, see the attached article Understanding Contact Attributes vs Payment Attributes

Payment Details

Most payment information is automatically populated from the selected pledge.

Note: If you are only recording part of the outstanding pledge amount, change the Pledge Status back to Pledge Open before saving so the remaining balance can be fulfilled later.

Click Save to record the pledge fulfilment.

The payment will be added to the contact, and the pledge will automatically update to reflect the amount fulfilled and the remaining balance.

Processing a Pledge Fulfilment on a Different Contact

Pledge fulfilments can also be recorded against a different contact. This is commonly used when one organisation or individual makes the pledge and another contact makes the payment.

1. Open the contact making the payment.
2. Click Add Payment.
3. Select Pledge Fulfilment as the Payment Type.

This will open the payment form where you first need to select the payment type as Pledge Fulfilment.

On the right-hand side, locate the Pledged By field.

Search for the contact who owns the pledge using their:

• Vega ID
• Name
• Email address
• Address 1

Click Search.

A list of matching contacts will be displayed.

Select the correct contact.

You can also choose to search inactive contacts if required.

After selecting the contact, all open pledges for that contact will be displayed.

Choose either:

• the Plus (+) icon to pay the remaining balance of the entire pledge, or
• an individual distribution if only one allocation is being paid.

The payment form will then automatically populate using the selected pledge details.

Important: If the selected contact has no open pledges, the payment will continue as a Standard Payment rather than a Pledge Fulfilment. Verify you've selected the correct contact before saving.

Review the payment details, update any information if required, then click Save.

Viewing a Pledge Fulfilment

Whether the pledge fulfilment was recorded against the same contact or a different contact, the payment will appear under:

Payments & Recurring → One-off Payments → Payments Received from Contact

The Pledge ID column identifies the pledge that the payment has been applied to.

If the pledge fulfilment was recorded against a different contact, you can also view the payment from the contact who owns the pledge by clicking the Transactions icon button on the pledge, as shown below.

This will open up a grid of all payments associated with this pledge:

Reporting on Pledges

You can report on pledge activity using the following preset queries:

• Pledges – All
• Pledges – Open
• Pledges – Successful
• Pledges – Declined

Additional reporting is available under:

Insights → Pledge Management

Related Articles

• Adding a Pledge
• Pledge Reports