Pledge Batching
Learn more about creating pledge batches in MinistryPlatform.
We know that for annual appeals, the pledge amount is just as important as the paid amount. That's why you can batch pledges in the Batch Manager Tool (BMT)! You can create a new batch of just pledges or pledges and donations - that's right, you can add donations and pledges to the same batch! This way, you can add several pledges to your system at once, reducing time spent entering pledges and ensuring your bottom line as is accurate and up-to-date as possible.
When you create a pledge batch, you must enter the expected number of pledges and the total amount pledged for the batch. The number of pledges and pledge totals must match what's expected before you can finalize the batch, just like a donation batch. If your pledge batch also includes donations, the expected number of donations and expected donation total must also match before you can finalize the batch.
Also, when creating a pledge batch, MinistryPlatform verifies that the batch's campaign matches the pledge's campaign. Since all the pledges in a batch should go to the same campaign, you may receive an error if the campaigns don't match. Don't worry! Simply use the Fix: Mismatched Batch Pledge Campaign to review and correct any mismatched pledges.
When you batch pledges, the pledge totals aren't factored into the deposits or accounting integrations - just the amount of the pledge for the specific timeframe. While you can include donations in pledge batches, only the donations are included in any deposits or accounting integrations - pledges are not.