Good to Know!
- Payments to different fund than pledge – this is not allowed in CRM. You will need to add the new designation to the original pledge and then adjust the installments (see instruction below on payments to a pledge with split designations)
- Payments to a pledge with split designations – most commonly a payment to a split pledge is evenly divided between the designations. However, if you need to adjust the pledge to add a new fund, or revise how the payments are divided between funds, you can do this within batch.
Click on Revenue/Apply. From this screen you can apply this payment to multiple pledges, or to edit a specific pledge highlight and selected edit
Here you can edit the designations for the pledge, and adjust the amounts between designations.
To tweak the amount given in an installment, click again on the Edit Installment Designation button on the bottom right
Here you can adjust the amounts between the designations and installments. In this example you see it will track if you haven’t accounted for the full pledge balance if you made changes
- Pledge overpayments – we have set a default that any installment overpayments are credited to the pledge balance (basically applied to the last installment, not the next installment). You can overwrite this on a case by case basis on the pledge application screen, it is on the extreme right.
- We have a warning in place if there is an outstanding pledge for the constituent’s spouse. It will appear as a notification in the constituent window.
Third Party Pledge Payments
Add a payment using another constituent record.
Steps:
1. Enter the name of the constituent from UC210F.
2. Click the Revenue tab.
3. Click Apply. Note: the Apply to commitments for <Name> screen appears. The grid displays information about the pledge selected in the batch.
4. Click Load Commitments to search for the constituent’s record.
5. Click Select to add the constituent’s record and their pledge.
6. Enter the amount in the Payment amount field.
7. Click Auto apply.
Paying off one designation on a split pledge
Add a payment to only one designation on the pledge from UC210E.
Steps:
1. Enter the name of the constituent from UC210E.
2. Click the Revenue tab.
3. Click Apply. Note: The Apply to commitments for <Name> screen appears. The grid displays information about the pledge selected in the batch.
4. Click Load Commitments to search for the constituent’s record.
5. Click Select to add the constituent’s record and their pledge.
6. Enter the amount in the Payment amount field.
7. Click Auto apply.
8. Select the Pledge.
9. Click Edit to remove one of the Designations on the pledge.
10. Click Designation and delete one of the designations.
11. Update the amount on the remaining designation.
12. Click OK.
13. Click Save.
Pledge Overpayments
Add a payment to overpay a pledge balance from UC210H.
1. Enter the name of the constituent from UC210H.
2. Click the Revenue tab.
3. Click Apply. Note: the Apply to commitments for <Name> screen appears. The grid displays information about the pledge selected in the batch.
4. Enter an amount larger than the installment amount in the Payment amount field.
5. Enter the same amount in the Applied amount field.
6. Select Plede balance or Next installment in the Overpayment to field.
7. Click OK.
Add a payment to underpay an installment on the pledge from UC210I.
Steps:
1. Enter the name of the constituent from UC210I.
2. Click the Revenue tab.
3. Click Apply. Note: the Apply to commitments for <Name> screen appears. The grid displays information about the pledge selected in the batch.
4. Enter an amount less than the installment amount in the Payment amount field.
5. Enter the same amount in the Applied amount field.
6. Click OK.