One of our donors recently made a contribution for $10,000, but sent in two separate payments of $5000 that were originally recorded as two separate gifts. My plan was to back out the second payment and put the funds in On Account Donation, and then increase the pledge amount of the first gift to $10,000 and make the second payment with the On Account funds. The problem is, after I change the Pledge amount to $10,000 and enter the second $5,000 as a payment amount, it won't let me Insert a second payment in the Payment Plan field. When the cursor moves to to the "# of Payments" field, it won't let me enter a number, and The Schedule, Clear, Insert, and Delete buttons are all greyed out (see below):
Is it possible to increase the pledge amount of a gift that initially only had one payment and a add second payment where there initially wasn't any payment plan or schedule?
My only other thought is to back both payments out to On Account Donations, and then reenter the contribution with one payment, but I'd like to avoid this if possible. Any thoughts? Thanks all!
David
Tessitura keeps gifts and pledges very separate so it will not yet you enter a pledge schedule on a gift at all.
You can Adjust the gift, enter $5,000 in Payment, and an Adjustment Reason that reflects a changed gift amount, and leave the Pledge amount alone. Once you are done it will be a $10,000 gift. (Still putting that $5K on account in the Payments subscreen like you tried to do before.)
Your second idea will also work but isn't necessary unless your finance team wants you to show that a pledge has been made and then paid off.
(You could also leave the two $5K gifts alone. If you pull lists, etc. based on Total Giving this donor will still pull because this would be $10K, but whatever works best for your methods.)
-- Mike
Well that worked exactly like i wanted it to. I'm actually a little annoyed that it was that easy. Now I know. Thanks, Mike!