In Records:
  1. When adding the gift, click Yes when the following prompt appears: 'This constituent has at least one outstanding pledge. Would you like to apply this gift to a pledge?
  2. In the Payment amount field, enter the entire payment amount.
  3. Select the pledge to which to apply the payment.
  4. Click Auto-Distribute.
  5. Click OK.
  6. If the following prompt appears, click Yes: 'The total amount applied does not equal the payment amount. Do you wish to update the payment amount?
  7. The following message appears:
    The amount applied ([amount]) is less then the payment amount ([amount]). Please specify what the system should do with the remaining balance ([amount]).
    • Increase the amount of the original pledge to [amount]  
    • Change the gift amount to be equal to the applied amount ([amount])  
    • Create a Cash gift for the remainder    
  8. Select the appropriate option.
  9. Click OK.
  10. Fill out any other gift field, as appropriate and click Save and Close.
  11. If selecting to create a cash gift for the remainder, two gifts are created rather than just one. Therefore, you will need to fill out the information for each gift and click Save and Close for each gift.
In Batch:
When entering a gift in batch:
  1. When adding the gift, click Yes when the following prompt appears:
    'This constituent has at least one outstanding pledge. Would you like to apply this gift to a pledge?
  2. In the Payment amount field, enter the entire payment amount.
  3. Select the pledge to which to apply the payment.
  4. Click Auto-Distribute.
  5. Click OK.
  6. If the following prompt appears, click Yes:
    'The total amount applied does not equal the payment amount. Do you wish to update the payment amount?'
  7. The following message appears:
    The amount applied ([amount]) is less then the payment amount ([amount]). Please specify what the system should do with the remaining balance ([amount]).
    • Increase the amount of the original pledge to [amount]
    • Change the gift amount to be equal to the applied amount ([amount])
    • Create a Cash gift for the remainder
  8. Select the appropriate option.
  9. Click OK.
  10. Fill out any other gift fields, as appropriate

    Note: These steps allow the user to create a cash gift for the remainder of a gift that over pays a pledge balance. If you need to process the donor's credit card for the full gift amount, please review Credit card not processed when creating cash gift from pledge overpayment in batch
When the batch is ready to be committed:
  1. Click Commit
  2. The following message appears:
    The amount applied ([amount]) is less then the payment amount ([amount]). Please specify what the system should do with the remaining balance ([amount]).
    • Increase the amount of the original pledge to [amount]
    • Change the gift amount to be equal to the applied amount ([amount])
    • Create a Cash gift for the remainder
  3. Select the appropriate option.
  4. Click OK.