Move a payment to another pledge
A payment was applied to the wrong commitment, or not applied at all. Change it on the gift's page and both balances fix themselves.
Who does this: Office staff3 steps
- 1
Open the payment
Open the gift — from the commitment's “Payments applied” list, or from the person's Gifts tab.
The gift's page. - 2
Choose the right commitment
In “Campaign, commitment & notes”, open “Applied toward commitment” and choose the right one (each shows its amount and balance), or “— not toward a commitment —”.
Applied toward commitment. - 3
Save
Click “Save”. You see “Saved”. The old commitment's balance goes up and the new one's goes down.
Tips
- Only the person's own commitments (and shared ones they're on) are listed.
- To move a payment to a different person's commitment, first move the gift to that person with “Fix a mistake”.
If something isn't working
It says “That commitment isn't on this person's name”.
Move the gift to the right person first (“Fix a mistake” → Belongs to), or add this person to the commitment as a sharer.
It says the month is closed.
Gifts in a closed month can't be moved to another commitment. An admin can reopen the month under Settings → Month closing.
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