pledge payment by a third party

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Jbulnes
Posts: 6
Joined: Thu Jun 27, 2013 10:42 pm

pledge payment by a third party

Post by Jbulnes »

Is there a way to apply a payment from a third party to an existing constituent's pledge? It doesn't seem so. Will I just need to adjust the constituent's pledge in order for it not to appear as under paid?

Zorak
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Re: pledge payment by a third party

Post by Zorak »

You can add the payment amount in the pledge Start Balance field on the Maintain Pledges screen. That will be calculated in with the pledge actual paid amounts.

Jbulnes
Posts: 6
Joined: Thu Jun 27, 2013 10:42 pm

Re: pledge payment by a third party

Post by Jbulnes »

Thank you. That field name, pledge Start Balance, is confusing!

NeilZ
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Location: Dexter NM
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Re: pledge payment by a third party

Post by NeilZ »

Jbulnes wrote:
Thu Mar 12, 2026 11:24 am
Thank you. That field name, pledge Start Balance, is confusing!
Well ... its often used in December when people are trying to donate before the end of year, and pledged funds come in, but are earmarked for the next year, but must be (under Federal Law) recorded in the current year. Because pledges are usually from Jan 1 to Dec 31 of a certain year, donations prior to that are not linked by the system, so this field allows that donation to be credited to the pledge.

Does that help?
Neil Zampella

Using PC+ since 1999.

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