Edit a donation pledge

Pour :Administrateur

Preview: Edit a donation pledge

A pledge is not set in stone: as long as it remains active and no automatic subscription covers it, you can edit nearly all of its fields. This page details how to correct a pledge and the safeguards put in place to preserve accounting consistency.

When to edit a pledge?

Situation	Recommended action
The donor wants to increase their pledge	Edit the amount
The donor wants to decrease their pledge	Edit the amount (or cancel + recreate)
You assigned the pledge to the wrong occasion	Edit the occasion
You forgot to link it to a campaign	Edit the booklet/campaign
Error on the date	Edit the date
The donor has withdrawn	Prefer Cancel the pledge
The donor is not the right one	Cancel and recreate for the right contact (the donor cannot be edited directly)

Conditions to be able to edit

Before you can edit a pledge, two conditions must be met:

Condition	Detail
Active pledge	A canceled pledge is no longer editable. You must restore it first (from the Canceled tab, then create a new pledge).
No active subscription	If an automatic direct debit feeds the pledge, editing is disabled to preserve the consistency of the scheduled mechanism.

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Pledge covered by a subscription

When a pledge is associated with an active subscription, the Edit menu is grayed out. To intervene, you must first pause the subscription from Recurring payments.

Procedure

1. 1

   Locate the pledge

   In the list (from /app/promesses/list), find the pledge to edit — if needed via the search or the filters.

2. 2

   Open the Edit menu

   To the right of the row, click the pencil icon (Edit). A drop-down menu appears.

3. 3

   Click 'Edit the Donation pledge'

   The edit modal opens, pre-filled with the current values.

4. 4

   Edit the desired fields

   You can adjust:

   • The association (and therefore the currency)
   • The occasion
   • The type
   • The reason (descriptive label)
   • The amount
   • The date
   • The linked booklet or campaign
5. 5

   Validate

   Click Validate. The pledge is updated, KPIs are recalculated, and the status can switch (for example, if the new amount is lower than what has already been paid, the pledge switches to Settled).

Non-editable fields

To preserve data integrity and financial history, some fields cannot be edited:

Field	Why?	Alternative
Donor (contact)	The pledge is tied to a contact from its creation	Cancel + recreate for the right donor
Currency	Tied to the association — to preserve accounting consistency	Changing association recalculates the currency
Creation date	Immutable trace for audits	—
Already assigned payments	They remain attached and continue to feed the balance	See Edit a payment

Consequences on payments already received

If the pledge has already received one or more payments, editing the total amount automatically modifies the remaining balance:

Case	Behavior
New amount > received payments	Pledge stays in In progress (or returns to In progress if it was settled)
New amount ≤ received payments	Pledge automatically switches to Settled
New amount = old amount	No status change

Already assigned payments are not refunded or detached: they continue to fulfill the pledge up to the new amount.

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Decreasing the amount below paid: an overpayment?

If you lower the amount to a level below what the donor has already paid, Unisoft considers the pledge as settled but does not trigger any automatic refund. If you wish to return the overpayment, handle it manually (refund a payment or create a new negative pledge).

Quickly edit a single value

For micro-adjustments, you can also:

• Click directly on the occasion edit icon in the grouped view (if supported)
• Use the CSV export → edit → re-import for bulk edits (reserved for advanced administrators; contact support for bulk import)

Go further

• Cancel a pledge — when editing is not enough
• Recurring pledges — manage pledges covered by a subscription
• Create a pledge — enter a new pledge