Contribution made prior year for this year

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cpcchester
Posts: 2
Joined: Mon Aug 01, 2016 12:06 pm

Contribution made prior year for this year

Post by cpcchester »

One of our congregants made a contribution last December towards this year's pledge. I put it in "Next Year's Pledges" at the time. When printing the statements this year he does not get credit towards this year's pledges. How can I change this?

Thanks so much for your information.

Jacki

NeilZ
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Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
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Re: Contribution made prior year for this year

Post by NeilZ »

cpcchester wrote:One of our congregants made a contribution last December towards this year's pledge. I put it in "Next Year's Pledges" at the time. When printing the statements this year he does not get credit towards this year's pledges. How can I change this?

Thanks so much for your information.

Jacki
He will not get credit for that donation in this year, as the money was given last year. It won't show up on the statement, however, you can properly reflect his pledge balance.

Under the Maintain Pledge Information find the donor's pledge entry for this year, highlight it, and click the CHANGE button. Does it show a Pledge Start Balance, if not, enter the total amount he gave last year toward this years's pledge in that box. Then click the SAVE button.

Hope this helps.
Neil Zampella

Using PC+ since 1999.

cpcchester
Posts: 2
Joined: Mon Aug 01, 2016 12:06 pm

Re: Contribution made prior year for this year

Post by cpcchester »

Thank you soooo much - that solves it. Appreciate it and have a great day!

Jacki

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