Apply payment to recurring gift

Susan Chomsky

Hi, I am having a problem applying a payment to a recurring gift. I see there is a pending gift somewhere by virtue of the "Transaction Pending" cue on the gift record (bottom right). I've deteted the pending gift activity from that batch and re-entered the gift in a new batch and saved it but I am still seeing the "Transaction Pending" cue. Is there a way to bypass or eliminate the pending transaction?  

 

JoAnn Strommen

Susan Chomsky:

Hi, I am having a problem applying a payment to a recurring gift. I see there is a pending gift somewhere by virtue of the "Transaction Pending" cue on the gift record (bottom right). I've deteted the pending gift activity from that batch and re-entered the gift in a new batch and saved it but I am still seeing the "Transaction Pending" cue. Is there a way to bypass or eliminate the pending transaction?  

 

If you can find the pending transaction you should be able to delete it or process it.  Not really a way to bypass it. Shouldn't have to but did you save first batch after removing that record?  Now before you put gift in the second batch, did it show transaction pending?  Or just after you'd put in new batch? 


I'd pull up the record and look at gifts/installments.  Is it possible there is another payment in a batch that has not been committed?  Is there an adjustment that is not posted? (Can't remember if those show as 'adjustment pending' or 'transaction pending'.  They can restrict what you can do sometimes. 


You may want to chat with support if you can't get it quickly solved.

Susan Chomsky

JoAnn Strommen:

Susan Chomsky:

Hi, I am having a problem applying a payment to a recurring gift. I see there is a pending gift somewhere by virtue of the "Transaction Pending" cue on the gift record (bottom right). I've deteted the pending gift activity from that batch and re-entered the gift in a new batch and saved it but I am still seeing the "Transaction Pending" cue. Is there a way to bypass or eliminate the pending transaction?  

 

If you can find the pending transaction you should be able to delete it or process it.  Not really a way to bypass it. Shouldn't have to but did you save first batch after removing that record?  Now before you put gift in the second batch, did it show transaction pending?  Or just after you'd put in new batch? 


I'd pull up the record and look at gifts/installments.  Is it possible there is another payment in a batch that has not been committed?  Is there an adjustment that is not posted? (Can't remember if those show as 'adjustment pending' or 'transaction pending'.  They can restrict what you can do sometimes. 


You may want to chat with support if you can't get it quickly solved.

 

Thank you, I deleted the pending gift entry and saved the batch. Then created a new batch and included the gift but it won't allow me to apply to the recurring gift. I guess a call to Chat will be best.