Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

/docs/engage/donations/allocations/pledges/cancel-existing-pledge/ #89

Merged
merged 1 commit into from
Oct 17, 2023
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Original file line number Diff line number Diff line change
@@ -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 <K2Link route="docs/engage/donations/allocations/pledges/search-pledge/" text="search for an existing pledge" isInternal/> 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)
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.