Sometimes a donor may need to cancel a pledge. They can do this themselves through the link in their pledge confirmation email or pledge invoice email, but you can also cancel their pledge for them if needed.
Steps
Visit your campaign’s Dashboard.
Under the Raise tab, search for the donor’s pledge in the Donations table.
Click on the three dot menu on their donation line item and select Cancel Pledge.
Alternatively, you can click on the pledge record to pull up additional details about their pledge. In the three dot menu on the right side of the page, select Cancel Pledge.
Frequently Asked Questions
What steps can I share with a donor if they want to cancel a pledge on their own?
Instruct donors to locate their pledge confirmation receipt by searching their email for your campaign's name. All they need to do is follow the button in their email that says "Manage Pledge" and they will see options for editing or canceling their pledge.