1. In Configuration, Business Rules, highlight Batch options.
2. Mark the Outstanding pledge balances checkbox under "When adding a gift to a batch, warn if constituent has..."
1. In Config, Business Rules, highlight Gift options, Activity options.
2. Mark the Outstanding pledge balances checkbox under "When adding a gift warn if constituent has..."
Note: You are only prompted to apply a payment to a pledge when the belongs to that constituent. For example, if the pledge is a soft credit or matching gift pledge on Joe's record, when you enter a gift for Joe, you will not receive the prompt that an outstanding pledge exists. This is because it is not Joe's pledge.
Note: This prompt does not appear when adding the gift to a registrant's record from an event. Manually apply the pledge to the gift by following the above instructions.