After a pledge exists, its amount is locked, but you can still correct most other details. You can update the donor, date, fund, campaign, appeal, splits, soft credits, tribute, and notes. This article explains how to edit those details, delete a pledge with no order behind it, and cancel the order for a pledge that has one.
Before You Begin
Prerequisites
- You need access to Pledges in the Fundraising Console.
- The pledge’s history determines whether you see Delete Pledge or Cancel Pledge Order.
Edit a Pledge
- Open the pledge's Pledge 360 page.
- Select Edit Pledge.
- Change the donor, date, fund, campaign, appeal, anonymity, splits, soft credits, tribute, giving process, or notes.
- Select Save Changes.
Result
Rhythm saves your changes and returns you to the Pledge 360 page.
Warning
The Amount: field is locked after the pledge exists, so you can’t change it on this form. You can change every other field, including the donor, but those edits do not update the Commerce order or Collect payment schedule behind the pledge. Be careful when you change the donor or fund, because the pledge details can end up out of step with what was ordered and paid.
Tip
This form does not warn you about unsaved changes before you leave. Save your changes before you close the tab or use the breadcrumb to go elsewhere.
If the contact or organization you select does not already have a donor record, Rhythm creates one when you save the pledge.
Delete a Pledge
You can only delete a pledge when it has no order behind it.
- Open the pledge's Pledge 360 page.
- Select Delete Pledge.
- Confirm "Are you sure you want to delete this pledge? This operation cannot be undone."
Result
The pledge is permanently removed, and you return to the Pledges list.
Cancel a Pledge's Order
For a pledge that came from a paid order, cancel the order instead of deleting the pledge directly.
- Open the pledge's Pledge 360 page.
- Select Cancel Pledge Order.
- Follow the cancellation dialog to confirm.
Result
The order is cancelled in Commerce, which reduces or removes the pledge as a result.
If It Fails
- "Unable to save pledge." Correct the field named in the message, then save again. Rhythm keeps your other entries.
- "Unable to delete pledge." Try again, or contact Support if the message persists.
- Delete Pledge doesn't appear. This option only appears when the pledge has no order. For a pledge that came from checkout, use Cancel Pledge Order instead.
- You can't change the pledge amount. The amount is locked on this form after a pledge exists, so you can’t change it here.