Apply pledge payments in a batch in Webview

Michelle Knizley
Michelle Knizley
in Blackbaud Raiser's Edge NXT®: General Discussions

Is there anyway to apply a gift to a pledge in a batch in Webview? In DBV, if a donor has a pledge, the option to apply a gift to the pledge pops up when you enter the donor number. I have not been able to figure out how to make this happen in Webview.

Answers

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 2026 Spring PUB Altru First Reply

    Hi @Michelle Knizley I'm going to move this over to the Raiser's Edge NXT community. Thanks!

  • Mary Zieten
    Mary Zieten
    Tenth Anniversary Kudos 4 Name Dropper Participant

    Yes, you just need to go into the settings in the batch to Configure Columns, and make sure the box next to Pledges, which will ensure it shows up in your batch. It will display with an exclamation point if there is a pledge on file for the constituent in question. You can add it to a template, and apply that to all of the gifts in your batch to make sure you have it available when you're processing gifts.

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