Best way to record pledge payments

Marilyn Field 2 · February 25

For eTapestry users - We have donors who make pledges but at times pay the installments through their company or donor advised fund. The receipt must go to the entity who issued the payment, but we don't want to lose track of the pledge and balance for future payments (sometimes the donations are securities so it's rarely and even amount). Using the entry and disbursement route doubles the payment on reports and dashboards as I can't find a way to include disbursements in the canned reports. Any suggestions on how your org handles these types of gifts or best ways to process are greatly appreciated!

Crystal Bruce · February 25

@Marilyn Field also tagging in eTapestry expert @Geoff Arbuckle !

Marilyn Field 2 · February 25

@Crystal Bruce Thanks, Chrystal. I've also reached out to Geoff independently, but I know he's a busy guy and I prefer not to monopolize his time! ?

Best way to record pledge payments

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