Pledge Payment & Soft Credit

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Tricia Frey
Tricia Frey ✭
Seventh Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
If an individual constituant makes a pledge - which you enter under their personal record - but then sends a check from their company as one of the installments how do you enter the gift on their company constituant record and have the soft credit count as a payment on the pledge?


Thank you so much!
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  • Linda Burns 2
    Linda Burns 2 ✭
    Tenth Anniversary Facilitator 1 Photogenic
    You pay-cash the gift in the company record to the pledge in the personal record. 

    Linda
  • Tricia Frey
    Tricia Frey ✭
    Seventh Anniversary First Reply

    JoAnn Strommen:

    We would enter the payment on the company's constituent record but apply the payment to the individual's pledge. There's an icon in batch or on gift menu to apply gifts. Load pledge from the individual.  On the records it will show as pay-cash on the company record and balance on pledge on individual's record will be reduced.  If you want pledge to show on company record or payment details to show on individual's record, use the soft credit option for one or both of those.

    EXCELLENT! The "apply to" icon was exactly what I needed - thank you!

  • Melissa S Graves
    Melissa S Graves ✭
    Ninth Anniversary Facilitator 3 Photogenic
    Glad you found the "load pledges from" button.


    I do need to ask, however, do you have permission from the company to apply this gift to the individual's pledge? You will need that in order to do this properly.
  • Tricia Frey
    Tricia Frey ✭
    Seventh Anniversary First Reply
    Thanks Melissa, Yes - this company is owned by the constituent. We're all covered, but appreciate the heads up!
  • Christine Cooke 2
    Christine Cooke 2 ✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    Tricia Frey:

    If an individual constituant makes a pledge - which you enter under their personal record - but then sends a check from their company as one of the installments how do you enter the gift on their company constituant record and have the soft credit count as a payment on the pledge?


    Thank you so much!

    Enter it on the company record and then apply the $$ toward the pledge.

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