NXT Donation Forms: Paying off a pledge

Need the ability for the donations that come in from the RE NXT Donation forms to link the gift to a current pledge that is being paid off. As currently now need to go to database view after approving the gift to then link the gift to the pledge.

  • Rebecca Tuszynski
  • May 3 2023
  • Shipped
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  • Admin
    Samantha McGuin commented
    17 Dec 21:38

    I don't know of any notifications around Opportunities, but I will pass that along to my colleague in charge of batch and I encourage you to submit a separate Idea for more visibility!

  • George Weir commented
    17 Dec 21:23

    Thx for the update Samantha. The majority of our online donations include donor-paid fees so this solution won't help us until that is addressed.

    Incidentally, we have the parallel concern regarding notification of outstanding opportunities for online donors. Would you be able to comment on that?

  • Admin
    Samantha McGuin commented
    17 Dec 21:04

    We released an update this summer in batch that lets you know, in batch, if the matched constituent has open pledges. There is a caveat to this that this does not support donations that come in with a donor cover. I'm marking this as shipped and welcome additional Ideas to be submitted with additional/new feedback on this process!

  • Lauren Binney commented
    February 27, 2024 18:48

    Is there any update available on this topic, or is it in the roadmap to be able to apply gifts in an NXT batch to an existing pledge?

  • George Weir commented
    January 24, 2024 21:01

    Managing pledge balances is a challenge where online donations are meant to pay off a pledge. We really need a notification in NXT like database view to identify that a constituant has a pledge balance and the ability to apply it as pay-cash.

  • Mary Zieten commented
    August 23, 2023 13:24
    Yes, please! This is so frustrating. The more manual a process has to be, the more likely I am to drop it somewhere along the way.
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