Hello! Can you share thoughts on best practices for processing a contribution in which the constituent has sent in 1 payment to cover 2 pledges? We have an "On Account Web Donation" payment method, but it is tricky for our finance team to decipher adjustments made using this option. Thank you!
We have had this happen before. We enter the appropriate amount into each pledge with the same check number. Then I enter a note in each payment on the Contribution Notes that this was payment from a larger check amount, note the amount and the check number again. To be even more specific, you can also include what the remainder amount was and what it was paying. Financially, I am sure to close and post these payments on the same day so that the check total on the reports matches the check total that I hand my finance department.