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Recording Pledges

Recording a Pledge & Partial Payments

How to record a promise, take part payments, and settle or cancel a pledge.

BeginnerTreasurer

A pledge is money someone has promised but not yet paid. KapuLetu keeps it on the group's record until it's paid or cancelled, and a payment replaces the promise, so the same money is never counted twice.

1

Record the pledge

Add a contribution with the payment type Pledge, or tell Letu: "Mary pledged 5000 for welfare". It goes on the group's record without the paid mark.

Guided steps for recording and paying a pledge - Step 1
2

Open it when money comes in

In the group's Contributions, choose Pay on the pledge. Enter what was paid and how. If it's less than what's left, the rest stays as the pledge.

Guided steps for recording and paying a pledge - Step 2
3

Or confirm it settled

Keep the full amount to settle it in one step. You can also tell Letu: "Mary cleared her pledge" or "Mary paid 2000 towards her pledge by cash".

Guided steps for recording and paying a pledge - Step 3
4

Use a payment you already approved

If the money came through M-Pesa and you approved it from the Inbox, choose Use for pledge on that payment. After approving, KapuLetu also asks when the payer has an open pledge in that group.

Guided steps for recording and paying a pledge - Step 4
Choose how pledges show
In the group's settings, under Reports & security, choose Edit report. You can decide whether pledges count towards the total and target, the words shown after a pledge, and whether pledges appear among the contributions, in their own section, or not at all.
A payment approved on its own
A payment you approve without linking it to the pledge counts on top of the promise. Choose Use for pledge if it was meant for the pledge.