thankQ Help
If the donor is unable to make payments, you may need to place the entire Pledge on hold or write it down.
If two or more consecutive instalments are declined by the bank, then it is a good idea to place the pledge on hold to prevent further payments being taken. You can then follow up with the contact.
1.Select the 7 Admin Menu and choose Put Pledge On Hold.
| or Put Pledges On Hold (this Selection) (will put On Hold all of the Pledges selected in the record selector). |
2.Click Yes to confirmation dialog box.
3.Select a Reason from the drop down list and click OK.
The Pledge Status will change to On Hold and all future instalments will appear in bold.
Whilst the Pledge is On Hold, No instalments will be loaded when a Load Due Payments is run.
You can also choose to put a selection of Pledges On Hold by using the option Put Pledges On Hold (this Selection). The option will have the same results as above only all of the Active Pledges within the search will now be set to being On Hold.
It will then proceed to set all Pledges and the Instalments to be On Hold for that selection.
