Applying an online direct debit gift to a pledge after its been posted?

Laurel Samsonas · January 12

We had an online direct debit gift that was supposed to be applied to the constituents pledge. It did not get applied to the pledge and its been posted. I do not see anyway to correct this. I have tried contacting chat with no success. Help! Does anyone have a solution to this?

Carlene Johnson · January 12

You’ll need to loop in your finance/business office for this one, because once a gift is posted there isn’t a native way to retroactively apply it to a pledge without adjusting the accounting.

Here’s the standard workflow:

Use the Unpost Gifts plugin to unpost the gift.
Once it’s unposted, edit the gift and apply it to the correct pledge.
Then manually mark the gift as posted again.
Finance will need to create the corresponding journal entry, since unposting/reposting only affects RE and not the GL.

For Finance:
A quick email usually does the trick. I’d send them the key details:

Constituent
Gift Date
Amount
Gift ID
Original Posting Date
The pledge the gift should be applied to

They may also have their own preferred way of documenting these, so it’s worth asking if they want anything specific beyond an email.

Alex Wong · January 14

You can also choose to use the unpost utility on the specific gift and then have finance remove the GL entries in FE (or other finance platform). Then posting the now-applied-to-pledge gift record. I prefer this b/c the GL entries needed as pledge payment differ slightly with a non pledge payment, so keeping a "real posted" entries in GL is better for me.

Applying an online direct debit gift to a pledge after its been posted?

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