Apply a Payment in a Revenue Batch to Outstanding Commitments

Constituents can use any payment method to pay outstanding pledges, recurring gifts, event registrations. When you add a constituent’s payment in a revenue batch, you can apply it to an outstanding commitment, such as a pledge or recurring gift. When you add a payment to the batch for a constituent who has outstanding commitments, the program automatically attempts to apply the payment to a commitment of the same revenue amount. In the Application column, you can select which commitment to pay.

Constituents can make payments toward their own commitments or toward commitments made by other constituents. For example, Georgia Thomas pledges $100 to your organization. Because of a change in her financial situation, she can no longer pay the pledge. Georgia’s aunt, Lisa Haas, is also a constituent in your database and agrees to pay Georgia’s pledge. When you add the payment record, you make it in Lisa’s name and apply it the balance of Georgia’s commitment.

To apply a payment in a batch to multiple commitments of the constituent or on behalf of other constituents, you can select the Apply to commitments option from the Revenue menu.