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When you accept a gift, the soft credit ID Number should have a default constituency code. If, for some reason, there is no default constituency code, the following message will display: "You must have a Constituency Code. Edit Transaction and choose a relationship." |
New pledges are entered on the Pledge Entry window via the right-click New Pledge option on the Header or Body of the Gift Data Entry window. You can define the pledge that this donor is committing to pay either with or without the first payment.
Using the pledge amount, the first payment date, and the payment schedule code, the system calculates how many payments to expect. One gift transaction is created for each expected payment, complete with the amount and due date.
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If you receive a pledge of $1,200 for $100 per month for a year, 12 pledge transactions (PT) are created. |
You can view these transactions in the Details section of the Gift Data Entry window with a Gift Class of PT (pledge transactions). A pledge payment gift transaction is generated if the donor included the first payment with the pledge. These have a Gift Class of PP and look the same when additional payments are received.
Pledges may also create pledge gift transactions (Gift Class of PG) transactions if a matching gift company is selected.
