diff --git a/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/cancel-pledge-screen.png b/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/cancel-pledge-screen.png new file mode 100644 index 000000000..4740ffc1a Binary files /dev/null and b/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/cancel-pledge-screen.png differ diff --git a/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/index.md b/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/index.md new file mode 100644 index 000000000..c906eeda0 --- /dev/null +++ b/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/index.md @@ -0,0 +1,28 @@ +--- +title: Cancel Existing Pledge +sidebar_position: 4 +--- + +Engage allows you to cancel any existing pledge. This can occur due to many reasons e.g. an account that created a certain pledge got closed, the pledger had some financial issues or unanticipated events occurred like emergencies etc. + +To cancel a pledge, follow the steps. + +1. View an existing pledge from an account's giving profile by clicking the *pen icon* or and click its reference. + +![Search pledge Gif](./search-pledge.gif) + +2. On the top left-hand side, click the **three dots (...)** and select **Cancel Pledge**. + +:::note +Pledges with status **complete** cannot be cancelled. +::: + +![Select cancel](./select-cancel.png) + +3. An **Are you sure to cancel this pledge** screen pops-up which will end the current pledge. Choose any cancellation reason from the drop-down, add any extra notes, choose whether to transfer the donation amount of this pledge to another pledge as *yes* or *no* and click **OK**. + +:::note +If you choose yes, a search pledge screen pops up with a list of all existing pledges. Choose any pledge to transfer the amount to and that pledge reference will appear on the cancel pledge screen. +::: + +![Cancel pledge screen](./cancel-pledge-screen.png) diff --git a/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/search-pledge.gif b/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/search-pledge.gif new file mode 100644 index 000000000..50d09dc70 Binary files /dev/null and b/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/search-pledge.gif differ diff --git a/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/select-cancel.png b/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/select-cancel.png new file mode 100644 index 000000000..237d474ca Binary files /dev/null and b/docs/01-engage/03-donations/06-allocations/04-pledges/04-cancel-existing-pledge/select-cancel.png differ