Recalculate Overdue Pledge Amounts Window

This window is used to calculate any overdue amount on a pledge. The totals are generated from information on the Gift Transaction table according to payments you should have received before the Overdue As Of date you enter here. This process does not include pledge transactions that have been written off.

 

A donor made a pledge of 12 payments at $100 each starting in January. They sent two payments:

  1. Date Payment Expected

    Amount

    Received

    1/15

    $100

    2/15

    $100

    3/15

    $100

     

    4/15

    $100

     

    5/15

    $100

     

    etc...

     

     

If it is now April and you run this procedure by entering 4/20 in the Overdue As Of column, then both the 3/15 and 4/15 would be considered overdue since they have not been received yet. The Overdue Amount on the Promise Master table would be totaled at $200.

How To

Recalculate Overdue Pledge Amounts