Assign a payment to a pledge
When a donor pays an amount to fulfill an existing pledge (check, transfer, cash, online payment), you need to assign the payment to the pledge in Unisoft. This operation updates the remaining balance, possibly switches the status, and triggers the issuance of a tax receipt on the amount paid.
When to use this procedure?
| Situation | This procedure? |
|---|---|
| The donor pays part of their pledge | ✅ Yes |
| The donor settles in full their pledge in one payment | ✅ Yes |
| The donor pays several pledges in a single payment | ❌ See Assign a payment to multiple pledges |
| The donor pays without prior commitment | ❌ Enter directly from Add a payment |
| The donor pays via an automatic subscription | ❌ Handled automatically — see Recurring pledges |
Before you start
You will need:
- ✅ The pledge already created in Unisoft
- ✅ The exact amount received (can be less than the total pledged amount)
- ✅ The payment method (check, cash, transfer, card, direct debit, in kind)
- ✅ The date of the payment (default: today)
- ✅ The decision to issue or not a tax receipt
Procedure
- 1
Locate the pledge
In the list (
/app/promesses/list), find the pledge to fulfill. If needed, use the contact search. - 2
Click the Record a payment icon
To the right of the row, in the Payments column, click the green + icon (Record a Payment).
The icon is active only if the remaining balance is strictly positive.
- 3
The payment modal opens pre-filled
Unisoft opens the Add a payment modal with:
- The contact: pre-filled (the donor of the pledge)
- The reason type: pre-filled to Donation pledge
- The target pledge: pre-filled (the one you selected)
- The currency: pre-filled (that of the pledge)
- 4
Enter the amount paid
Indicate the amount actually received, which can be:
- Equal to the remaining balance (full payment)
- Less than the remaining balance (partial payment)
- Greater than the remaining balance (Unisoft will accept it, but the surplus stays unassigned)
- 5
Choose the payment method
Card, check, cash, transfer, direct debit, in-kind donation. See Understand a payment for details.
- 6
Enable the tax receipt (optional)
Check Generate a tax receipt if:
- The donor is eligible
- The amount exceeds the threshold defined by your organization
- You want to send them the supporting document by email automatically
The receipt will cover the amount paid (not the total pledge amount).
- 7
Adjust the date if needed
Default: today. Edit if you are entering a payment received yesterday or several days ago.
- 8
Validate
Click Save. Unisoft:
- Creates the payment in the Payments module
- Updates the remaining balance of the pledge
- Recalculates the status (Pending → In progress → Settled as appropriate)
- Issues and sends the tax receipt if enabled
Effects on the pledge
| Before the payment | Payment effect | After |
|---|---|---|
| Status Pending, paid = 0 | First payment received | Status In progress, paid = amount paid |
| Status In progress, remaining > amount paid | Partial payment | Status In progress, remaining decreased |
| Status In progress, remaining ≤ amount paid | Final payment | Status Settled, remaining = 0 |
| Status Pending, remaining ≤ amount paid | Full payment in one go | Status Settled, remaining = 0 |
Concrete example
Case: Sarah Lévy pledged €1,800 for the gala. She gives you today a check of €600.
| Before | Action | After |
|---|---|---|
| Amount: €1,800 | Enter payment of €600 (check, tax receipt checked) | Paid: €600 — Remaining: €1,200 — Status: In progress |
Sarah automatically receives by email her tax receipt for €600 (not €1,800). You can repeat the operation with each new payment, until you settle the pledge.
The tax receipt covers the amount paid
The tax receipt is issued for the amount actually collected, never for the total pledge amount. Three payments of €600 will generate three receipts of €600.
👉 Tax receipts and pledges — understand the logic in detail
What happens if the donor pays too much?
If you enter an amount greater than the remaining:
- Unisoft accepts the payment
- The pledge switches to Settled (the surplus stays "unassigned")
- The tax receipt covers the full amount paid
- You can then edit the pledge to adjust the amount, or create a new pledge for the surplus
Other assignment paths
This page describes the path from the pledge list. You can also assign a payment to a pledge from the Payments module:
- When entering a new payment: choose the reason Donation pledge then select the pledge (Add a payment)
- When editing an existing payment: change the payment reason (Edit a payment)