In your previous system, it was recorded that a member had a credit of $600 applied to 13/14 Religious School Tuition, but no charges were entered because it has yet to be decided how much will be charged for 13/14 tuition. This credit was imported as an "adjustment-" contribution of $600 towards 13/14 Religious School Tuition.
- Access the back office.
- Create the relevant financial type if it doesn't already exist (e.g. "13/14 Religious School Tuition" - click HERE for detailed instructions on creating new financial types).
- Click the “Create New” button (on the left-hand side of any screen in the back office) and select “Pledge” (click HERE for detailed instructions on creating new pledges).
- Enter the total pledge amount as the balance due for the contact (in this case, $1,000 - 600 = 400).
- Enter additional pledge details (e.g. select "13/14 Religious School Tuition" as the financial type) and click to Save.
Once the pledge has been created, payments sent for the remaining balance of $400 must be recorded directly against the pledge to reduce the remaining balance (click HERE for detailed instructions on how to record payments against pledges)