---
title: Manage Pledges
slug: manage-pledges
createdAt: 2026-09-30T15:36:05.605Z
---

Once you create a pledge, you can easily track and manage it under **Fundraising&#x20;**-> **Pledging.&#x20;**

## View and Manage All Pledges

From the Pledging page, you can monitor:

- All **Outstanding Pledge Payments**
  - This total contains the remaining balance of pending and past-due pledges.
- All **Realized Pledge Payments**
  - Total payments received toward pledges, minus any refunds.
- All **Active** (pending) **Pledges**

Additionally, you can sort and view all your Pledges by:

- **Date**
- **Status**
  - This will include statuses of **Pending**, **Fulfilled**, **Past-Due**, and **Canceled**
- **Category**
  - This will include any [Donation Categories](docId\:PlL9xy0UW4HBm7RLMndQC) as well as [Fundraisers](docId\:cUxq4ImMy5JDXa0K5BZYE)&#x20;

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/cu6tr2kSI_mR2QqbEVYyC_screenshot-2026-09-30-at-21613-pm.png)

:::hint{type="info"}
You can export a CSV of all Pledges by selecting the **->CSV** button.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/LFhaH_Kov8ibG5yn0w5fK_screenshot-2026-10-01-at-24024-pm.png)
:::

## Manage Individual Pledges

If you need to view and edit or adjust an specific Pledge, you can easily do this by going to **Fundraising** (at the top of your account) -> **Pledging** -> and select **View** next to the specific pledge.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/ByCl4Xl4nBoM4hAi6mppZ_screenshot-2026-10-01-at-25142-pm.png)

### Manage a Pledge

At the top of each individual pledge, you can:

- **Make a Payment** (if not already paid in full)
- **Send Emai**l (sends/re-sends the Pledge email to the donor)
- **Cancel Pledge** (if no payments have been made) OR **Mark as Fulfilled&#x20;**(if payments have been made)

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/xYnroaPCUVvqM5d7RBXZz_screenshot-2026-10-01-at-30107-pm.png)

### Edit the Pledge Summary

You can edit the following information of the Pledge Summary:

- The **Intended Fulfillment Date**
- **Pledge Amount**
- **Donation Category**
- **Memo/Description&#x20;**
- **Notify Patron&#x20;**(email updated pledged details to patron)

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/54Ielvs1NqH714hpM8dm6_screenshot-2026-10-01-at-30627-pm.png)

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/a-0tSD8D_K3Ygi8-ykAYp_screenshot-2026-10-01-at-30712-pm.png)

### Additional Information

In addition to managing and editing items on each pledge, you can view:

- **Patron Details**

  ![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/yTFqxrhrUmvWSB7fSDi_J_screenshot-2026-10-01-at-31442-pm.png)
- **Payment Progress**

  ![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/4EfrWRCx766XAhG7tTPZB_screenshot-2026-10-01-at-31525-pm.png)
- **Donations** (as made towards the pledge)

  :::hint{type="info"}
  Select **View Donation** to view the individual donations instead of the pledge.
  :::

  ![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/eORUdy0Si3tyT_ppYdCr0_screenshot-2026-10-01-at-31609-pm.png)
- **Private Notes** (these can be added at any time)

  ![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/mu8g9jK8Ijsvt9lDaRIn-_screenshot-2026-10-01-at-32150-pm.png)
- **Activity**

  ![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/24F3thLFW56nbQTxh7lDS_screenshot-2026-10-01-at-32257-pm.png)

