Pledge Overpayment Options

Your organization can select the default application of the overpayment when you receive a pledge installment greater than the amount scheduled. From Revenue, you can select whether to automatically apply the overpayment amount to the next installment of the pledge or the overall pledge balance. To view or manage the default setting for pledge overpayments from Revenue, select Pledge overpayment options under Configuration.

Under Pledge overpayment options, you can view the default application set for your organization. You can edit this configuration as necessary.

Note: When you add a payment toward a pledge installment, you can select to override the default setting as necessary. For example, the constituent may request to apply the overpayment in a way that contradicts this setting.