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Pledge Card Entry

Post Pledge Cards

Before you access this quick posting, you must set up the pledge. On the Diocese tab, click Development Funds > Fund Activities. Then, create a fund for the pledge. You can use the example below for reference.

Example showing the fund setup of a group named "Pledge Payments" with the activities names "Pledge Payment Due" (which has a function of charge), "Pmt/Pledge" (payment-deductible), "Initial Payment" (payment-deductible), "Deposit" (payment-deductible), "Payment to Reduce Rate" (pay down-deductible), "Non-Cash Donation" (non-cash contribution-deductible), "Volunteer Credits" (credits- non-deductible), "Fall Dinner/Dance" (quid pro quo), "Auction & Dinner" (quid pro quo), and "Pledge Balance" (balance)

With this quick posting, you can post pledge card payments to contributors' records.

Note: If you have an account with Vanco Payment Solutions, click EFT Info in the Rates/History/Keywds window to enter pledge payments/donations directly onto the Vanco website.
  1. On the Diocese tab, click Development Funds > Quick Posting > Pledge Card Entry.
    The posting options display.
  2. Select the information that you want to repeat automatically for each pledge card, and click Next.
    Note: You can enter a default value for the Check Number field if you want to enter all entries for a given parish with the same check number.
  3. Select a family, enter the pledge card information, and click Add Family to List. Repeat this for each family needed. When you're finished, click Next.
    Tip: To change the option fields for a batch at any time during the quick posting, in the Quick Posting window, click Options.
  4. Review your list. If needed, add or edit any pledge card information.
  5. When you're ready to post to the selected records, click Next.
  6. If you want to export your batch totals to PDS Ledger or QuickBooks, make your selections and enter a path for the export file.
  7. To post, click Finish. Or, to save the batch and post later, click Finish Later.
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Last updated: February 28, 2024