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Adjusting Deleting a Soft Credit

Michael Conway
$organization

HI,

 

How do you adjust or delete a soft credit after a batch is closed?

 

Thank you,

 

MIke

  • Former Member
    Former Member $organization

    Create a new batch!

    You can then adjust the gift you created and delete the soft-credit.

    If you created a membership with the soft-credit, that must be deleted separately, but you can still remove the credited contribution.

  • $organization in reply to Former Member

    Can you soft credit a pledge payment?

     

    Thank you,

     

    Michael Conway

    Development Associate

    The Granada
    Santa Barbara Center for the Performing Arts
    (805) 899-3000 ext. 131  phone
    (805) 564-8682  fax

    Please consider The Granada when making plans for your estate and will.

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Mariano
    Sent: Wednesday, August 05, 2009 1:16 PM
    To: Michael Conway
    Subject: Re: [Tessitura Development Forum] Adjusting Deleting a Soft Credit

     

    Create a new batch!

    You can then adjust the gift you created and delete the soft-credit.

    If you created a membership with the soft-credit, that must be deleted separately, but you can still remove the credited contribution.

    From: Michael Conway <bounce-michaelconway2607@tessituranetwork.com>
    Sent: 8/5/2009 3:10:18 PM

    HI,

     

    How do you adjust or delete a soft credit after a batch is closed?

     

    Thank you,

     

    MIke




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization in reply to Michael Conway

    You can soft credit a pledge in whole which will in turn record the payments to the creditee as they come in but you can't soft credit a single payment within a non-soft credited pledge.
    Does that make any sense?

  • $organization

    Also if you are adjusting or deleting credited gifts you might want to check out this post.

    http://www.tessituranetwork.com/COMMUNITY/forums/t/512.aspx

     



    [edited by: Ryan Rowell at 4:40 PM (GMT -6) on 5 Aug 2009]
  • $organization in reply to Ryan Rowell

    Yes,

     

    Thank you.

     

    Michael Conway

    Development Associate

    The Granada
    Santa Barbara Center for the Performing Arts
    (805) 899-3000 ext. 131  phone
    (805) 564-8682  fax

    Please consider The Granada when making plans for your estate and will.

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Ryan Rowell
    Sent: Wednesday, August 05, 2009 2:31 PM
    To: Michael Conway
    Subject: Re: [Tessitura Development Forum] RE: Adjusting Deleting a Soft Credit

     

    You can soft credit a pledge in whole which will in turn record the payments to the creditee as they come in but you can't soft credit a single payment within a non-soft credited pledge.
    Does that make any sense?

    From: Michael Conway <bounce-michaelconway2607@tessituranetwork.com>
    Sent: 8/5/2009 3:20:19 PM

    Can you soft credit a pledge payment?

     

    Thank you,

     

    Michael Conway

    Development Associate

    The Granada
    Santa Barbara Center for the Performing Arts
    (805) 899-3000 ext. 131  phone
    (805) 564-8682  fax

    Please consider The Granada when making plans for your estate and will.

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Mariano
    Sent: Wednesday, August 05, 2009 1:16 PM
    To: Michael Conway
    Subject: Re: [Tessitura Development Forum] Adjusting Deleting a Soft Credit

     

    Create a new batch!

    You can then adjust the gift you created and delete the soft-credit.

    If you created a membership with the soft-credit, that must be deleted separately, but you can still remove the credited contribution.

    From: Michael Conway <bounce-michaelconway2607@tessituranetwork.com>
    Sent: 8/5/2009 3:10:18 PM

    HI,

     

    How do you adjust or delete a soft credit after a batch is closed?

     

    Thank you,

     

    MIke




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!