Newly recorded pledges or pledges already in progress often need to be changed on an individual basis. Each of the following sections represents different processes required to make some of the most frequent changes. As it is very difficult to foresee every instance in which a change to a pledge will be required, you may find a need to create a “hybrid” process to best suit your needs. Depending on the situation with which you are faced, you may find the list below to be a useful guide. You can also download the user manual attached to this page.
- A donor wants to change the amount of the original pledge (either increase or decrease).
- A pledge was created for a donor who wishes to pay via recurring credit card contribution.
- A pledge that a donor had been paying in installments by check requests that the balance be charged to his credit card for the remaining number of installments.
Refer to Setting Up Recurring Credit Card Contribution in Place of a Pledge via Pay Balances.A donor makes a pledge contribution according to schedule, but with different payment instruments (e.g. check and credit card).
- A donor makes a pledge contribution that is different from expected (e.g. different amount, different number of installments, etc.).
- A donor is unable to pay the obligation and requires an adjustment to be made.
Refer to Recording Adjustments on Pledges for Hardship Cases & Write-offs.A contribution was recorded against the wrong pledge.
- A check that was recorded as a contribution against a pledge bounces.
- Adjustments that will reduce balances due on invoices (e.g. hardship cases, early bird discounts, bad debt write-offs, etc.)
- Adjustments that create credits to be applied to other/future obligations (e.g. overpayments)
- Refunds for which a check will be issued (no special handling is needed for credit card refunds)
To achieve this differentiation, consider using easily recognizable contribution types in your jManage database according to the commonly used examples listed in the table below:
Refer to Managing Contributions Types in Your jManage Database for detailed instruction.