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Adjusting a pledge?

Rachel Assi
$organization

Hi all- I'm fairly new to this, so I apologize if this has been asked before.

I entered a $1,000 pledge yesterday under a youth programs membership, but found out later that the patron wants to change to an individual annual membership. I've tried several times to change the membership campaign by doing a typical adjustment, but it's not working. I keep getting a message that says I can't enter a negative value in the payment field. Help!

  • $organization

    Hi Rachel,

    Since it was a pledge you don't want to enter anything into the payment field, so close that if it pops up.
    After hitting the adjust button and selecting the pledge in question, you will want to zero out the pledge amount in the pledge box, select your adjustment reason and hit done.
    Next you will want to start a new pledge and enter in the amount to the correct fund.

    Hope that helps.

    Ryan 

  • $organization

    If it was just a pledge, with no payment attached, I believe you can just adjust the pledge amount to zero and delete the payment schedule lines; you don’t need to touch the payment field.

     

    Kendra

     

    Kendra L. Struthers

    Individual Giving Manager

    Donor Concierge

    Cincinnati Playhouse in the Park

    (513) 977-2024

    www.cincyplay.com

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rachel Assi
    Sent: Thursday, April 11, 2013 10:31 AM
    To: Kendra Struthers
    Subject: [Tessitura Development Forum] Adjusting a pledge?

     

    Hi all- I'm fairly new to this, so I apologize if this has been asked before.

    I entered a $1,000 pledge yesterday under a youth programs membership, but found out later that the patron wants to change to an individual annual membership. I've tried several times to change the membership campaign by doing a typical adjustment, but it's not working. I keep getting a message that says I can't enter a negative value in the payment field. Help!




    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

    Hi Rachel,

     

    If it’s a pledge, then to adjust it, just reduce the pledge amount to 0.  You can only enter a negative amount if you are adjusting out a payment. 

    Hope that helps.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rachel Assi
    Sent: Thursday, April 11, 2013 10:31 AM
    To: TC Brown
    Subject: [Tessitura Development Forum] Adjusting a pledge?

     

    Hi all- I'm fairly new to this, so I apologize if this has been asked before.

    I entered a $1,000 pledge yesterday under a youth programs membership, but found out later that the patron wants to change to an individual annual membership. I've tried several times to change the membership campaign by doing a typical adjustment, but it's not working. I keep getting a message that says I can't enter a negative value in the payment field. Help!




    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!