Best practice with receivables

Jaime Gallardo
Jaime Gallardo
Name Dropper First Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

If we have a receivable, do we still create the batch or we go to the pledge and add a payment?

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 2025 bbcon Attendee Badge

    @Jaime Gallardo What are your organizations procedures? Are all gifts to be added via batch or do you have the option to add one-off types directly to a gift record?

    Either way if it is a pledge payment, you should apply it to the pledge.

  • Jaime Gallardo
    Jaime Gallardo
    Name Dropper First Anniversary Facilitator 1

    @JoAnn StrommenThanks for your reply. I'm still getting use to the web view. Thanks again.

  • Christine Robertson
    Christine Robertson Community All-Star
    Kudos 5 Name Dropper Participant First Anniversary

    @Jaime Gallardo Did the payment come via an online gift on an RE NXT form?

  • Jaime Gallardo
    Jaime Gallardo
    Name Dropper First Anniversary Facilitator 1

    @Christine Robertson the payment came ach. Perhaps, I may be putting the question wrong. I starting to use the web view and doing the batching but when I go to a constituent, I see the add payment button, so there goes my question. Regardless of company procedures, just trying to find the most efficient way to do the work. Currently, I doing the batches. Thanks, again for your comment.

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