I need to a apply a payment to a pledge

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.
  1. Go to the constituent record and open the pledge.
  2. From the Tasks menu in the Pledge click “Add Payment” to open the payment form.
    • ​​​​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, the next payment that is due is listed. This confirms the payment is going to the pledge and does not show as a donation.
  4. Enter the payment information on the payment.
  5. The Marketing tab and Transaction details tab will fill in automatically based on information that was entered on the Pledge.
  6. Once all the information is entered correctly. click Save.
Feel free to watch this video with the steps on how to apply a payment to a pledge in Altru.

Environment

 Altru Arts & Cultural

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