I am trying to deduct a payment to a corporate constituency pledge that was entered several months ago. The pledge shows up on the individual record, but doesn't appear as an option in the "existing contributions" window within the contribution batch. I've seen several people post similar issues on this forum, but haven't seen a clear solution that applies to my problem. Any ideas?
If it helps, when the original pledge was entered, it was backdated. The campaign and appeal are "rolling", though, and still open.
This is a shot in the dark, but is the source code inactive? Are you entering the individual constituent's ID during gift entry, since that's where the gift lives?
The constituent ID I'm entering in the contribution batch is the same one that the pledge was entered under. The source code is still active, and its under a rolling campaign that's expiration date is set out in the future for about another five years. I'm running out of ideas!
Did you find a fix for this? First time I'm running into this issue, but I'm thinking it's similar. Thanks!
Hi Courtney,
There are two ways I know of that this happens. Our most common is soft crediting. If a Patron pledges $5,000 and says they will pay through their family foundation, the pledge is put on the family foundation and soft credit goes on the Patron's record. (It should show up in green, you may have to click onto another contribution for it to change color.) When it comes in you have to go to the family foundation record to pay it. If you open the Patron's record, despite 'seeing' it in that record, it is not payable from there.
For business units, we have our Society (annual) and Foundation (endowment). They have separate batch types and if I open a Society batch I can't pay down a Foundation pledge (and vice versa).
Hope that helps.
Ann