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Payment amount
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This field displays the total sum of the payment. When necessary, enter the total payment amount.
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Apply by
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When recording a payment in an enhanced revenue or revenue update batch, the Apply by options appear at the top of the screen. These options allow you to select how you want revenue applied: by Amount or Percent. When you select Amount, the amount allocated displays in the Applied amount column of the grid; when you select Percent, the percent allocated displays in the Applied percent column of the grid.
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Unapplied amount
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This field displays the remainder of the payment amount available to apply to commitments. When you apply an amount of the payment to a commitment, the program automatically updates this field.
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Add
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When you apply a payment from an constituent to outstanding commitments and the commitment does not appear in the grid, you can add the commitment to the database. Select Add on the action bar and select the commitment to add, such as a pledge or an event registration. For an organization constituent, you can also add an unapplied matching gift.
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Edit
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After you add an outstanding commitment to a batch, you can edit the commitment as necessary. Select the commitment in the grid and select Edit on the action bar.
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Load commitments
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To apply the payment amount to the commitments of another constituent, such as if the constituent makes the payment for the commitment of a family member who is also a constituent in the database, select Load commitments. The Constituent (with commitment details) screen appears so you can search the database for the constituent with the commitments to which to apply the payment.
After you select the constituent with the commitments to load, you return to the Apply to commitments screen. In the grid, the commitments of the selected constituent appear. The description of each loaded commitment displays the name of its corresponding constituent.
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Auto apply
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To automatically apply the payment amount to the commitments that appear in the grid, select Auto apply. The program automatically applied the payment amount to the amount due for the commitments, starting with the first commitment in the grid, until the total payment amount is applied to commitments.
If the payment amount exceeds the total amount due for the commitments, the remainder of the payment amount appears in the Unapplied amount field. If the total amount due for the commitments exceeds the payment amount, a commitment receives a partial payment in the Applied Amount column, or not all commitments receive an amount applied.
After you automatically apply the payment amount to the commitments, you can adjust the values in the Applied Amount column as necessary.
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Apply to row
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To apply the payment amount to the commitment in the row you select in the grid, select Apply to row. The program applies the payment amount to the amount due for the commitment in the selected row.
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Application
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This column is disabled and displays the application for the commitment.
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Description
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This column is disabled and displays the purpose for the commitment.
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Balance
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This column is disabled and displays the total balance of the commitment. For example, if the constituent has an outstanding pledge, the total balance of the pledge appears.
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Date Due
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This column is disabled and displays the date the current outstanding commitment is due.
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Amount Due
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This column is disabled and displays the amount of the current outstanding payment due. For example, if the constituent has an outstanding pledge, the current amount of the pledge due appears.
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Applied Amount /Applied percent
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When you apply a payment to outstanding commitments, in this column, enter how much of the payment amount to apply to the commitment.
When you add a payment for a pledge in a batch, this column is disabled and displays the value entered in the Payment amount field.
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Overpayment to
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When you apply a payment to a pledge and the amount applied exceeds the installment amount, this column is enabled. Select whether to apply to overpayment amount to the overall balance or next installment of the pledge.
When you select Pledge balance, the program applies the overpayment amount to the final installment of the pledge.
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Designations
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This column is disabled and displays the designation for the commitment.
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Additional applications
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To apply an amount of the balance toward a donation, an unapplied matching gift claim, or a payment type of Other, select the type of application to which to apply the balance amount and, in the Applied amount column, enter the amount of the balance to apply. In the Designation column, search for and select the designation to which to apply the balance amount.
When you apply the balance toward a payment type of Other, in the Other type column, select the type of payment to which to apply the balance.
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Additional applications with Sponsorships
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Please read the Additional application row above in addition to this row when working with sponsorships.
When you enter a sponsorship commitment, the bottom grid displays a Sponsorship column and the Additional applications column drop-down menu includes "Sponsorship additional donation."
After choosing "Sponsorship additional donation" as the application, the Sponsorship column is enabled and the Designation column disabled. Once you choose a sponsorship and tab out of the column, the Designation automatically defaults to the sponsorship’s designation.
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