I need to a apply a payment to a pledge (includes video)

When a donor makes a Pledge, they promise to make payments on a regular schedule. We need to record each payment in Altru as they arrive – typically by a check in the mail, or on a credit card.
We can follow the steps and video below to apply a payment to an existing pledge on a Constituent's record. If your constituent is applying a payment to another constituent's pledge, we can reference the following Knowledgebase Solution: I need to pay for another constituent's pledge.
  1. Go to the constituent record and at top left underneath Tasks, click Add Payment
  2. Enter the Amount being applied towards the pledge
    • ​​​​Note: If the payment is for more than the installment amount, you can choose where overpayment goes. These settings are configured by going to Revenue > Pledge overpayment options.
  3. Under Application details, change the Application to Pledge
  4. The next payment that is due will be listed. Select the pledge record this payment is going towards then click Add
    Add Pledge Payment screenshot
  5. The Marketing tab and Transaction details tab will fill in automatically based on information that was entered on the Pledge.
  6. Confirm all entered is correct, then click Save.


If any additional concerns after performing the above steps, please click Chat with Support and reference this article.

Environment

 Altru Arts & Cultural

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