Edit/Change pledge amount

Question

After entering a payment in Fundraising, i have the option to Auto apply or Create charge,

but sometimes someone have already a Pledge/Charge, for example $250, and he pays $360, i would love to have an option to Edit/Change the pledge amount, instead of applying $250 to the first Charge, and then create a separate charge for the rest amount.

thanks!

Comments

I believe accountants like it the way it currently works, you see which date he pledged 250, and when 100 was added

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What's the difference for an accountant which date the pledge was?

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I would ask Administrators & Fundraisers to vote on this issue.

thanks

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What are you gaining from editing the charge ?

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That if he pledged $100 and paid $180 it shouldn't be 2 separate charges on his account, rather edit the charge of $100 to be a $180 charge, and apply the whole payment to 1 charge.

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On reports you only see 1 charge

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and on statements?

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so you want your statements grouped by campaign?

statement report (that's usually used after event/dinner with letter) definitely works that way, if you want on your statement I believe it can be done that way as well just let us know

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Statements is 1 issue, and you say it will be grouped by campaign, sounds good.

But when i'm doing "Create charge", it will be categorized as NoPledge, that sometimes not showing in reports (I think by Campaign report, and also when Query for pledges)

why shouldn't i be in control of choosing if i want to add a separate charge (No Pledge), or add that amount to his Pledge?

Answer 1

Would love this feature

Answer 2

we would be to such a feature as well.