- Set up the business rule prompt to apply gifts to outstanding pledges
- Confirm the constituent has an outstanding pledge
- Confirm there are no pending transactions in a gift batch for this constituent's pledge
- For Matching Gift Pledges, go to the Matching Gift company's record to receive the prompt
- If the gift was entered in the batch before the pledge was created, delete the row and re-enter the gift information
- In Version 7.91 and higher of The Raiser's Edge, if the original pledge is marked with a pay method of credit card, ensure that the user has rights to enter Personal Information
Connect and collaborate with fellow Blackbaud users.