This window allows you to choose one or more unpaid pledge transactions to which the gift you are entering manually or one that has been submitted via CRM Constituent in JICS is to be applied. This payment can be applied to pledges made by the donor or pledges made by another donor.
As you select the row(s) to pay, the amount of the rows is totaled in the Gifts Selected column. If you did not enter an Amount in the Gift Data Entry window, this selected amount is entered for you. You can also see the number of payments that the donor has already made for this pledge in the Payments column. If you select an unspecified pledge transaction (Pledge Amount = 0), the Pay An Unspecified Pledge window will prompt you to enter the amount to apply to this transaction.
When you click OK, one pledge payment (PP) is created for each selected row fulfilling the pledge transaction.
· If the gift amount is greater than the total of pledge transactions selected and no unspecified pledges are selected, a cash gift transaction (CS) is created.
· If there are selected pledge transactions that cannot be fulfilled by the gift, the remaining ones are combined into one transaction.
· If the gift amount is more than the total of pledge transactions selected and an unspecified pledge is selected, you will receive an error message and the process will be aborted.
If you want to select another donor's pledges to pay with this gift, choose Pay Another's Pledge(s) from the Options or right-click menu, select another donor ID Number, and select one or more of their pledges to pay.
If a pledge transaction is paid with a non-cash gift (Gift Class = NC in the Gift Data Entry window), then all payment transactions generated will have a Gift Class of NC. If the gift amount is greater than the total of pledge transactions selected, an additional non-cash transaction is generated. Also, any soft credit transactions generated will be non-cash transactions.
If a payment is overdue for the group/gift, the entry for that transaction will appear in red and the Overdue? checkbox will be selected.
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