We set up a pledge with an incorrect fund, and the first of 10 installments was also recorded to the incorrect fund. I've searched the help tools, documentation and the forums and do not see the steps needed to adjust a pledge that has existing payments. The pledge payment was a credit card transaction.
What step is first? Adjust the pledge, or adjust the pledge payment (on account)?
Thank you in advance for your help. Still a relative newbie to Tessitura's methodology for gift adjustments.
Hello Norma,
Ah yes; this is always fun!
Our first step for our methodology is to take the pledge payment(s) off of the line item (either by refunding and recharging, putting the amount On Account, or putting the amount to an Adjustment payment method) and then to remove the pledge entirely.
I don't believe it is possible to go in the opposite order (adjusting the pledge first) because the actual receivable needs to be removed first.
Thank you,
Brian