adjusting a pledge payment that is in the wrong constituent record

Norma Burandt, CFRE $organization over 8 years ago

We have a contribution that was applied to an existing pledge in the wrong constituent account. I'm unable to adjust the pledge payment to an "on account" payment method since the amount needs to be transacted in the correct constituent account.

What have others done in this situation to back out the pledge payment and record it in the proper constituent?

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Leslie McKinley $organization over 8 years ago

Been there. We usually to a separate batch and post separately - Zero the payment in the wrong account - – if you can just to minus the cash amount. Then post the payment to the correct account - with same payment method. Make certain to document in both records.

Close the batch and post with just these two transactions.
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Norma Burandt, CFRE $organization over 8 years ago in reply to Leslie McKinley

Thanks everyone, for your responses!
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Norma Burandt, CFRE $organization over 8 years ago in reply to Leslie McKinley

Thanks everyone, for your responses!
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