How to apply to recurring paycash only but not recurring pledge?

Amy Wu

Hi there, 

Not sure if i'm asking in the right section.. I'm finding duplicate pay-pledge created from gift that has been applied to pay-cash. Is there way I can select apply only to Recurring Paycash not Recurring Pledge? Currently i would need to manually delete the pledges after. 

 

Thanks in advance!

Amy

JoAnn Strommen

Amy Wu:

Hi there, 

Not sure if i'm asking in the right section.. I'm finding duplicate pay-pledge created from gift that has been applied to pay-cash. Is there way I can select apply only to Recurring Paycash not Recurring Pledge? Currently i would need to manually delete the pledges after. 

 

Thanks in advance!

Amy

Amy, A bit confused by your post wording: duplicate/pay-pledge/pay-cash/recurring paycash/recurring pledge.  How are you getting duplicates for one gift? There's no such thing as "recurring pledge" Never heard of that. And why are you deleting 'pledges'?

So this is my attempt at guessing what your issue is...

If you mean you have a payment from a constituent who has a pledge and a recurring gift.  You want to apply the payment to the recurring gift, but it's being applied to the pledge...

First do you have a business rule that tells you when entering the gift in batch that the person has a recurring gift and one for pledges.  That's the best notification so that the correct fund can be chosen.  So you enter the gift as cash and then select to apply it to the recurring gift.  This can be done right from the pop-up from the business rule.  Once the gifts are entered and you go to commit the batch, look and see what boxes are checked/unchecked on the commit screen.  See that the gifts are manually linked in batch or set to automatically apply to the pledge or recurring gifts.  RE does have a default built in to apply cash gifts to the oldest pledge/recurring gift with a balance if it's not told to apply it to the one selected in the batch.

There are several knowledgebase solutions that you may want to check out: BB115664,

 From Knowledgebase, solution BB15673

Description

Gifts committed in a batch are incorrectly applied as a pledge payment or recurring gift, or are applied as a payment to the wrong pledge or recurring gift. This occurs when the Automatically apply gifts to pledges or recurring gifts checkbox is marked on the Commit Gift Batch screen.

Answer

1. Refer to BB18254 for alternatives to unlinking the committed gifts from the pledges or recurring gifts.
   
2. To prevent this issue from occurring in the future:
   • 
     
   • Manually link individual payments to pledges or recurring gifts.
     
     
     
     OR
     
     
     
   • On the Commit Gift Batch screen, unmark the Automatically apply gifts to pledges and recurring gifts checkbox before committing the gifts.