How to edit an existing pledge
On occasion, you may need to edit an existing pledge record. For example, perhaps one of your monthly donors contacts you with new credit card details to use for their monthly pledge. In this situation, you can edit their existing pledge record to ensure Sumac uses the new credit card information.
First, find their pledge record. You can search for this in the Pledges list, or find the donor's contact record. From their History tab, double-click the Pledge you want to edit.
If you need to adjust any of the basic pledge or donation record details, you can adjust these items at this time. To update the payment details for this pledge, click the "Payment" button.
Sumac presents you with a new window that shows the payment details on file for this pledge.
If you are editing credit card details for this pledge, it is critical that you clear the Customer Code field before editing the credit card details. The Customer Code is what Sumac uses to send the credit card details to your payment processing for each monthly pledge payment. It is how the payment processor matches the pledge being processed to the credit card details on file for that payer. If you do not clear the Customer Code, Sumac will continue using the old code (and therefor, the old credit card details)
To clear the Customer Code, click "Clear." Sumac will present you with a message that confirms what clearing the Customer Code will do. Click OK to confirm clearing the Customer Code.
If your organization chooses to switch payment processors, you should also clear the Customer Code for existing pledges to ensure Sumac can successfully connect the pledge to your new payment processor.
Once you have cleared the Customer Code, you can continue on with adjusting the credit card details for this pledge, then click OK to save these changes.
Click OK to save all changes to the pledge, and all updates will be saved successfully!
The next time you process this pledge, Sumac will use the updated payment details, and will save a new Customer Code from your payment processor.
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
Related Articles
How to add a New Pledge
In your Sumac console, expand Fundraising, and choose Pledges. Click New to open a new pledge record. Once the new pledge record opens, select the contact who is making this pledge by clicking the contact icon. The Commitment Date for this pledge is ...How to edit or remove existing users
Users are people who can log in to use your Sumac database. This article describes: What types of users you can have in Sumac How to create a new user, or edit an existing one, and How to remove a user's access to your database. If you are looking ...How-to Video: Ledger Entries 4 – How to Define Credit Accounts (2:45)
This video shows you how to define Credit Accounts to facilitate using Ledger Entries in Sumac. Script: https://sumac.com/assetswp/training-docs/Ledger%20Entries%204%20-%20How%20to%20Define%20Credit%20Accounts.pdfWhat is the difference between an Influencer and a Soft-Credit?
Soft Credit lets you record that a person, other than the donor, was instrumental in facilitating a gift. Typically, though not necessarily, this will be a person with a significant connection to your organization: e.g. a board member or employee. It ...How do I turn on Automatic Pledge Processing?
To enable the Automatic Pledge Processing feature, log into Sumac as an administrator and navigate to Utilities/Customize Database/Preferences/Pledges. On the Pledges tab, under "Automate Pledges," click the checkbox next to "Turn on auto-pledge ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.