Pledge Installment Gift Greater Than Installment Amount Raiser Edge NXT

Michael Roth

Hello,
I am having an issue with Raiser Edge NXT when making a gift POST through the API for a pledge payment installment when the gift amount is greater than the installment amount.
Also, there is a similar issue when a person gives more than what they pledge, there is an error that the amount is greater than the pledge.
The POST method works fine if the amount is equal to or less than the installment amount.

For example not all pledged amounts are divisible by the number of installments. A $130 pledge with monthly giving would make 12 pledge installments each installment needs to be about $10.83. But a person might give $11 each month. Making their gift be greater than the pledge installment amount and the total given to the pledge greater than the pledged amount.

End Point: gft-gifts/v2/gifts
Gift Type: Pledge Installment
Exception Message:

"There were issues with the contract:\nA request was made to apply a payment to an installment with ID 1234 , but the total amount applied would cause the installment balance to be less than zero.","error_name":"GiftArgumentNotValid","error_code":16,"raw_message":"There were issues with the contract:\nA request was made to apply a payment to an installment with ID 1234, but the total amount applied would cause the installment balance to be less than zero."}]

Does Raiser Edge NXT not support people giving more than their installment amount or pledge amount?

One solution I can think of is to get the next pledge installment and calculate how much can go towards that installment and then put the rest towards the following installment but this does not solve the issue if someone gives more than their pledge.

JoAnn Strommen

This is something that options have changed with move to NXT. Option to increase gift amount automatically no long available. (Sadly, a step backwards expecially for pledges where donor is paying fees.)

From Knowledgebase

https://kb.blackbaud.com/knowledgebase/?search=payment%20exceeds%20pledge%20amount&products=%22Raiser%27s%20Edge%22,%22Raiser%27s%20Edge%7CRE-LO%20Integration%22,%22Raiser%27s%20Edge%7CCrystal%20Reports%22,%22Raiser%27s%20Edge%7CVBA%2FAPI%20(RE)%22,%22Raiser%27s%20Edge%7CConnect%20RE%22,%22Raiser%27s%20Edge%7CRODBA%20(RE)%22&page=1

Handling Payments That Exceed Pledge Amount

When entering a gift that exceeds the balance of the pledge it is applied to, you have three options to manage the overpayment:

1. **Increase the Original Pledge Amount**: Adjust the pledge to reflect the new total.

2. **Change the Gift Amount**: Set the gift amount to match the pledge payment application.

3. **Create a Cash Gift for the Remainder**: Enter the overpayment as a separate cash gift.

In RENXT webview, you cannot automatically create a gift for the overpayment. Instead, you must enter a gift amount that matches the pledge payment application. If a donation is made using donor covers and it overpays the pledge installment, it may result in an error stating, "RENXT: Can't apply payment to an installment less than 0." To avoid this, do not apply the overpayment to the pledge directly; instead, commit it as a one-time gift and then manually apply it to the pledge in the database.If you need to undo an applied payment to commit the batch, contact support for assistance.