Applying a pledge payment in batch to a different constituent
We recently started using the NXT online giving form. We just had one of our constituents submit an online CC payment towards a pledge that is on her company record, not her personal record. We tried searching for the company to attach the pledge payment to, but then it created an additional gift of the same amount in batch prior to approving. How do we get around that, or did we miss a step. Once we found the company record, we did get the option to apply to pledge, but that is where the additional amount came in to play. #newbiestobatch
Answers
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WV isn't robust enough for this, yet. Go ahead and commit the cash gift. Locate the gift record in DBV, and apply it to the company's pledge manually. This will change the hard coded gift type from cash > pledge payment. Then you can post to FE or finance's system.
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