Ability to Apply Gifts to Pledge in NXT Batch

When adding gifts from RE NXT Batches, you do not have the same option to apply the gift to an existing pledge and also a recurring gift which you can do in DB View. having this option will greatly reduce the ability for gifts to be attributed incorrectly. This was a gift batch that was auto-created through the NXT online donation form. when using OLX to DB View this option is helpful when people pay their pledge online to make sure the gift connects.

  • Guest
  • Mar 18 2020
Gifts
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  • Chayie Chinn commented
    30 May 19:54

    Please add this functionality. It is curcial

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  • Marcia Berry commented
    April 17, 2023 12:59

    Has there been any progress on this yet?

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  • Jessica Wacht commented
    January 17, 2023 18:56

    We are not able to fully integrate to webview and NXT forms because we are not able to apply payments that come through NXT forms to an existing pledge (or events, planned gifts, etc. for that matter).


    The only way that I have found around it is to mark the gift as "Do Not Post" then once you approve the NXT batch, to go back into the gift record in database and apply to the pledge and then post it. When you have multiple pledge payments, this is not ideal and a lot of extra manual work.

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  • Shelly McKewin commented
    August 24, 2022 03:06

    As Patti notes below, this a huge issue for is as we are newly implemented and as we were of the understanding database view wasn't the way of the future—our general admin staff aren't trained in it. Keen to move to webview!

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  • Patti Hommes commented
    July 22, 2022 17:18

    This is a real hinderance when trying to move completely to webview from DB view The only wany we can add pledges or apply pledge payments is in a DB view batch.


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  • Claire Diamond commented
    May 26, 2022 16:23

    Please find a way to add this function of applying gifts to pledges in NXT. It would be a huge help!

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  • Guest commented
    February 03, 2022 19:11

    I would also like to see this feature added ASAP please! It will greatly enhance our automation process for the SKY API.

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  • Susan Todaro commented
    October 20, 2021 23:53

    Many of our school families pay off their annual pledge with a recurring gift. Unfortunately, I can't add a pledge (to be included in the campaign total) because I am unable to record the recurring gift as pledge payments. This is a real shortfall. Please find a way to indicate when a recurring gift is actually a pledge payment. It shouldn't be that hard!

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  • Teresa Farrell commented
    June 03, 2021 00:40

    Please create the ability to apply gifts to recurring donations, pledges, events, etc. just like the database view.

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