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
  • Reviewed: Voting Open
Blackbaud Donation Forms / Gifts
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  • Lauren Binney commented
    27 Feb 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?

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  • George Weir commented
    24 Jan 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.

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  • 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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