Cancel Existing Pledge
In Engage, you can cancel any existing pledge. Cancellation can occur due to many reasons e.g. an account that created a certain pledge got closed, the pledger had some financial issues or unanticipated events occurred like emergencies etc.
To cancel a pledge, follow the steps.
1. Select a pledge from an account's profile: Giving section, by clicking the pen icon under Pledges or search for an existing pledge and click its reference to land onto the pledge screen.
2. On the top left-hand side, click the three dots (...) and select Cancel Pledge.
Pledges with status complete cannot be cancelled.
3. An Are you sure to cancel this pledge screen pops-up which will end the current pledge. Choose any cancellation reason from the drop-down, add any extra notes, choose whether to transfer the donation amount of this pledge to another pledge as yes or no and click OK.
If you choose yes, a search pledge screen pops up with a list of all existing pledges. Choose any pledge to transfer the amount to and that pledge reference will appear on the cancel pledge screen.
